Avion Wealth, LLC

Company Summary

Avion Wealth, LLC at 2829 Technology Forest Blvd STE 30, The Woodlands, Tx 77381 lists Paul Carroll of The Woodlands, TX and Ashley Stewart of Conroe, TX.

Registered In
Texas
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
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Paul J. Carroll Registered Agent
8505 TECHNOLOGY FOREST PL STE 104, THE WOODLANDS, TX 77381
Paul Carroll President
3210 MAJESTY ROW, THE WOODLANDS, TX 77380
Ashley Stewart Governing Person
1606 BEAU RIVAGE DR, CONROE, TX 77304
Elizabeth Brady Governing Person
568 STEPHEN F AUSTIN DR, CONROE, TX 77302
2829 TECHNOLOGY FOREST BLVD STE 30, THE WOODLANDS, TX 77381 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Avion Wealth
The Woodlands, TX

Financial Information for Avion Wealth, LLC

Form 5500

AVION WEALTH, LLC

2829 Technology Forest Blvd STE 300, The Woodlands, Tx 77381 (281) 528-1200 EIN:20-8804041 Plan Admin:Paul Carroll
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAVION WEALTH 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 19 Assets BOY/EOY$1,254,304 / $1,737,358 2023 AVION WEALTH 401(K) PROFIT SHARING PLAN - Plan #001 14 / 19 $1,254,304 / $1,737,358
2022 Plan NameAVION WEALTH 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,216,880 / $1,254,304 2022 AVION WEALTH 401(K) PROFIT SHARING PLAN - Plan #001 14 / 14 $1,216,880 / $1,254,304
2021 Plan NameAVION WEALTH 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 14 Assets BOY/EOY$902,045 / $1,216,880 2021 AVION WEALTH 401(K) PROFIT SHARING PLAN - Plan #001 9 / 14 $902,045 / $1,216,880
Benefit & Retirement Plans based on Form 5500.
Address Match:2829 Technology Forest Blvd The Woodlands, TX
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The following government agencies have contributed data:

Texas Comptroller of Public Accounts U.S. Department of Labor
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