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Avion Wealth CRD 134242
$985M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc | The Woodlands | TX | 07/2024 | 12/2024 |
| Schroeder Wealth Advisors | The Woodlands | TX | 04/2023 | 12/2024 |
| Batteries Plus Bulbs/ Wefixit Repair | The Woodlands | TX | 12/2022 | 04/2023 |
| Asurion (Ubreakifix) | The Woodlands | TX | 08/2022 | 12/2022 |
| Alight Solutions | The Woodlands | TX | 05/2021 | 07/2022 |
| Starbucks | Houston | TX | 05/2019 | 05/2021 |
| The Club At Carlton Woods | The Woodlands | TX | 08/2016 | 05/2019 |
| Full Time Student | Houston | TX | 05/2015 | 05/2021 |
| Provident Wealth Advisors, Llc | The Woodlands | TX | 01/2025 | 09/2025 |
| Avion Wealth | The Woodlands | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
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