Steven T. Price

AVONDALE WEALTH MANAGEMENT LLC

WEST LAKE HILLS, TX 78746

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CRD#: 6548741

Professional summary

Steven Tanner Price is a registered financial advisor currently at AVONDALE WEALTH MANAGEMENT LLC located in West Lake Hills, Texas.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Steven has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) INSURANCE AGENT; SALES & SERVICE OF GENERAL LINES, START DATE: 10/2016, 2.) PS128 PROPERTIES, REAL ESTATE HOLDINGS COMPANY, MANAGING MEMBER, START DATE 5/2021, 3) STP 2021, PERSONAL FAMILY TRUST, START DATE 10/2021.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Tanner Price's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 3, 2015 - Present

AVONDALE WEALTH MANAGEMENT LLC

Office #1: 4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746

RIA

CRD#: 152590

WEST LAKE HILLS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVONDALE WEALTH MANAGEMENT LLC

AVONDALE WEALTH ADVISORS | BRIDGEWAY WEALTH MANAGEMENT LLC | AVONDALE WEALTH MANAGEMENT LLC

CRD#: 152590 / SEC#: 801-101528

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

Texas

Registered Investment Advisory firm - (7/31/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2015

Uniform Investment Adviser Law Examination

Current Firm

AVONDALE WEALTH MANAGEMENT LLC

AVONDALE WEALTH ADVISORS | BRIDGEWAY WEALTH MANAGEMENT LLC | AVONDALE WEALTH MANAGEMENT LLC

CRD#: 152590 / SEC#: 801-101528

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

Texas

Registered Investment Advisory firm - (7/31/2015 Terminated)

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Contact information

Main Address

4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746

Mailing Address

Phone number

(512) 505-8148

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVONDALE 2A DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	553
AUM (Assets Under Management)	$ 285,845,649

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven T. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Tanner Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVONDALE WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

AVONDALE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2015

Current Firm

AVONDALE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVONDALE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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