Elizabeth Ann Brady
Investment adviser representative at Avion Wealth
14 yearsExperience
1 stateRegistered in
$984.6MFirm assets
11 yearsFirm in business
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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
14 years in the industry.
- Avion WealthJan 2014 to now
- Avion Wealth Fka Efficient Wealth Management, LLCJun 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
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
- 6284248
- Firm CRD
- 134242