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SP

Steven T. Price

AVONDALE WEALTH MANAGEMENT
WEST LAKE HILLS, TX 78746
Some features on this profile are disabled
CRD#: 6548741
SP

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.
The advisor shows no other business activity.

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".
AW
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)

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/3/2015
Uniform Investment Adviser Law Examination

Current Firm

AW
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts553
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.

Company Information

AVONDALE WEALTH MANAGEMENT LLC

CRD#: 152590West Lake Hills, TX 78746

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