Avalon

Public-record details

Address

980 North Federal Highway #110, Boca Raton, FL 33432

Phone

(866) 711-2836

Listed under

Flat / fixed fees, % of assets managed

Legal name

Rowe Wealth Management LLC

CRD number

168033

Registration

State registered: FL, LA

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$31.4 million

Accounts managed

106

Clients reported (Form ADV 5.D)

41

Individual / high-net-worth clients

26 / 15

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-27

State registered (FL, LA) investment adviser, CRD 168033, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 168033 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.