Karla Saez has been an investment adviser representative at Avion Wealth since August 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- Avion WealthCurrent– present · under a yearThe Woodlands, TX · Adviser representative · Firm CRD 134242
Investment adviser representative registrations
Karla Saez is registered as an investment adviser representative in Texas, since August 2026.
- TexasSince 11 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Karla Valeria Saez
- CRD
- 8152817
- Firm
- Avion Wealth · CRD 134242
- Office
- 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, The Woodlands, TX 77381-3913
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Karla Saez work?
Karla Saez is an investment adviser representative registered through Avion Wealth, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Karla Saez a financial advisor?
Yes. Karla Saez has a current investment-adviser registration in Texas, through Avion Wealth since August 2026.
How many years of experience does Karla Saez have?
Karla Saez has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Karla Saez passed?
Karla Saez passed the Series 65 in August 2026.
Where is Karla Saez based?
Karla Saez’s registered office is in The Woodlands, TX.
Is Karla Saez registered with FINRA?
No. Karla Saez has no current broker registration.
How can I verify Karla Saez’s record?
Search CRD 8152817 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karla Saez’s full registration record.
