Verified 10 Nov 2026
Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC is an independent, fee-only private family office in Easton, Maryland, founded in 2014 by an adviser with over 20 years of work for Eastern Shore families. Beyond planning and investment management, it handles consolidated reporting, bill pay and household payroll for multigenerational families. Its Form ADV filed on 25 August 2026 reported $432 million in regulatory assets for 296 clients.
- Type
- Multi-family office
- Location
- Easton, Maryland, United States
- Sectors
- Public equities
- Fund size / AUM
- $432M regulatory AUM (Form ADV, filed 2026-08-25)
- Latest fund or filing
- 25 Aug 2026
- Website
- www.tredavonfamilywealth.com
Contacts on file
For Tred Avon Family Wealth, LLC, the paid file holds: 2 named decision-makers with roles.
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