Private Market View

Avalan Wealth Management

Family office · Santa Barbara, California

AUM
$405
Portfolio companies
Recorded deals
Last investment

Key facts

  • Avalan Wealth Management is a family office based in Santa Barbara, California.
  • The team roster lists 5 people.

About Avalan Wealth Management

Founded in 2011, Avalan Wealth Management is a family office based in Santa Barbara, California. The firm provides services to families and businesses and provides services in the fields of insurance, real estate, tax law, accounting, estate planning, and more.

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Portfolio

Portfolio — not yet on record

No portfolio companies for Avalan Wealth Management are on record yet. Positions surface from round participations, filings, and coverage.

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Team
5 people on record — 5 with verified contacts

Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.

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Frequently asked

What is Avalan Wealth Management's AUM?
Avalan Wealth Management manages approximately $405 in assets.