Ashley Dominey Stewart
Investment adviser representative at Avion Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$984.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Avion WealthJan 2014 to now
- Avion Wealth Fka Efflicient Wealth Management, LLCOct 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avion Wealth
Legal name: Avion Wealth, LLC
$984.6MAssets managed
300Clients
12Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5538191
- Firm CRD
- 134242