Avalan, LLC

$621.8MAssets under management
as of Mar 2026 · SEC Form ADV
Santa Barbara, CA
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Tech stack

No one at Avalan, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Avalan, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $281M held · filed Oct 2024
Schwab
Per Form ADV · $52M held · filed Oct 2024