Investment adviser representative · Avondale Wealth Management LLC
Steven T. Price
CRD 6548741 · West Lake Hills, TX
At a glance
Steven T. Price is an investment adviser representative with Avondale Wealth Management LLC in West Lake Hills, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2015, about 10 years ago.
Current advisory firm
- Avondale Wealth Management LLCSince November 2015West Lake Hills, TX · $327M in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Avondale Wealth Management LLC
- Aaron R. HaaseWest Lake Hills
- Trevin D. HarrisWest Lake Hills
- Justin C. JacobsWest Lake Hills
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