Sean Peter Madlem
Investment adviser representative at Avalan, LLC
12 yearsExperience
1 stateRegistered in
$621.8MFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Avalan, LLCMar 2020 to now
- Summerland WineryJan 2020 to Mar 2020
- N/aDec 2019 to Jan 2020
- Sanford WinerySep 2019 to Nov 2019
- N/aApr 2019 to Sep 2019
- The CruiseryNov 2018 to Mar 2019
- Sanford WineryOct 2018 to Mar 2019
- N/aMay 2018 to Oct 2018
- Trinity UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Avalan, LLC
$621.8MAssets managed
319Clients
11Advisers
10 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
- 7265071
- Firm CRD
- 156109