Ashley Stewart has been Partner & Wealth Manager of Avion Wealth since July 2018, is not listed as a control person, but directly owns under 5% of the firm. Ashley Stewart holds a Master of Science in Personal Financial Planning from Texas Tech University.
Avion Wealth, LLC is a The Woodlands, TX firm with $985M under management, 300 clients and 8 advisers in one office, as of its August 2026 filing.
Ashley Dominey Stewart is Partner & Wealth Manager of Avion Wealth. She prepares comprehensive wealth management plans for high net worth individuals and families and serves as the firm's Compliance Coordinator, maintaining its compliance program.
Ashley Stewart’s longest registration is the current one, 12 years at Avion Wealth since 2014. Before joining Avion Wealth in 2014, Ashley Stewart was registered through LPL Financial LLC and Hornor, Townsend & Kent, Inc.
- Avion WealthCurrent– present · 12 yearsThe Woodlands, TX · Adviser representative · Firm CRD 134242
- LPL Financial LLC– · 2 yearsHouston, TX · Adviser representative · Firm CRD 6413
- Hornor, Townsend & Kent, Inc.– · under a yearAddison, TX · Adviser representative · Firm CRD 4031
Professional designations
Listed by Avion Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Ashley Stewart is registered as an investment adviser representative in Texas, since January 2014.
- TexasSince 2 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 May 2010 |
| Series 7 | General Securities Representative Examination | 14 March 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ashley Dominey Stewart
- CRD
- 5538191
- Firm
- Avion Wealth · CRD 134242
- Role
- Partner & Wealth Manager
- Office
- 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, The Woodlands, TX 77381-3913
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avionwealth.com
Where does Ashley Stewart work?
Ashley Stewart has been Partner & Wealth Manager of Avion Wealth, LLC since July 2018.
Is Ashley Stewart a financial advisor?
Yes. Ashley Stewart has a current investment-adviser registration in Texas, through Avion Wealth since January 2014.
How many years of experience does Ashley Stewart have?
Ashley Stewart has 15 years in the financial industry, since April 2011, across 3 adviser firms.
What exams has Ashley Stewart passed?
Ashley Stewart has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2010.
Where did Ashley Stewart work before Avion Wealth?
Before Avion Wealth, Ashley Stewart was registered through LPL Financial LLC, May 2011 to October 2013; Hornor, Townsend & Kent, Inc., May 2010 to August 2010.
Where is Ashley Stewart based?
Ashley Stewart’s registered office is in The Woodlands, TX.
Is Ashley Stewart registered with FINRA?
No. Ashley Stewart has no current broker registration.
Is Ashley Stewart a CFP?
Avion Wealth lists Ashley Stewart with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ashley Stewart’s record?
Search CRD 5538191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Stewart’s full registration record.
