Avalon
33yrs
Top 11% by experience nationwide
Avalon
Boca Raton, FL. Legal name: Rowe Wealth Management LLC
About the firm
A registered investment advisory firm based in Boca Raton, Florida. It manages about $31.4 million for roughly 41 individual clients. Services include investment management for individuals and small businesses, newsletters and publications, other services.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees; A share of investment gains
Typical client size ?$766,889
Assets under management ?$31.4 million
Individual clients41
Median years of experience33
FoundedNot stated
Services
Investment management for individuals and small businessesNewsletters and publicationsOther services
Advisors at Avalon
1Advisors
33Median years of experience
1States with offices
1Offices
Also known as
Rowe Wealth Management LLC · Rowe Wealth Management · Rowe Wealth · Rowe Capital Management LLC · C Rowe Investment Advisors
About Avalon
How do I contact Avalon?
Call the main office at (866) 711-2836. The main office is at 980 North Federal Highway #110, Boca Raton, FL 33432.
How is Avalon paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Avalon offer?
Investment management for individuals and small businesses, Newsletters and publications, Other services.
How many advisors work at Avalon?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.