# EDGAR Filing Document

**Accession Number:** 0001544541
**File Stem:** 0001544541-23-000002
**Filing Date:** 2023-3
**Character Count:** 2472
**Document Hash:** 0aae78977af3463e14d09617add89225
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001544541-23-000002.hdr.sgml**: 20230330

**ACCESSION NUMBER**: 0001544541-23-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230330

**DATE AS OF CHANGE**: 20230330

**EFFECTIVENESS DATE**: 20230330

**PERIOD START**: 20220101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AVALON WEALTH MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001544541
- **IRS NUMBER:** 454507516
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-69066
- **FILM NUMBER:** 23782158

**BUSINESS ADDRESS:**
- **STREET 1:** 2929 ALLEN PKWY STE 3000
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77019-7124
- **BUSINESS PHONE:** 713 238-2088

**MAIL ADDRESS:**
- **STREET 1:** 2929 ALLEN PKWY STE 3000
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77019-7124

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AVALON WEALTH MANAGEMENT, LLC
- **DATE OF NAME CHANGE:** 20120312

### Attached PDF Documents

**Attachment 1:** `awmaudit22a.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001544541

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2022

**Report Period End Date:** 12-31-2022

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** AVALON WEALTH MANAGEMENT LLC

**Business Address:** 2929 ALLEN PKWY STE 3000, HOUSTON, TX, 77019-7124

**Contact Person:** Lo Becker

**Contact Phone:** 713-358-6020

### Independent Public Accountant Identification

**Accountant Name:** Melton & Melton L.L.P.

**Accountant Address:** 6002 Rogerdale Road, Suite 200, Houston, TX, 77072

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Kevin Lilly**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **AVALON WEALTH MANAGEMENT LLC**, as of **12-31-2022**, are true and correct.

**Signature:** Kevin Lilly

**Title:** Chief Compliance Officer

**Notarized:** Yes