Avalon Wealth Advisory, Inc.
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ADV data as of Aug 20, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 15
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Alan Moheban | Registered representative | CFP | Jul 1999 (27y) | |
| Matthew Allan Eckert | Registered representative | CFP | Apr 2000 (26y) | |
| Nicole Marie Yankauskas | Registered representative | CFP | Jun 2014 (12y) | |
| Jason Scott Armbrust | Registered representative | CFP | Aug 2021 (5y) | |
| Crystal Arlene Jacquay | Registered representative | Mar 2022 (4y) | ||
| Nolan T Clay | Registered representative | CFP | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗