Sarah McIvor has been Partner & Wealth Manager of Avion Wealth since October 2020, is not listed as a control person, but directly owns under 5% of the firm. Sarah McIvor holds a Bachelor of Business Administration in Management from Texas A&M 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.
Sarah E. McIvor is Partner & Wealth Manager of Avion Wealth, which she joined in 2014 after beginning her career in the banking industry. She works with high net worth individuals and families, works closely with Paul on portfolios and asset allocations, helps develop investment recommendations for the firm, and leads firm-wide rebalancing and trading.
- Avion WealthCurrent– present · 11 yearsThe Woodlands, TX · Adviser representative · Firm CRD 134242
Professional designations
Listed by Avion Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sarah McIvor is registered as an investment adviser representative in Texas, since January 2015.
- TexasSince 16 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Elizabeth McIvor
- CRD
- 6438824
- 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
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- avionwealth.com
Where does Sarah McIvor work?
Sarah McIvor has been Partner & Wealth Manager of Avion Wealth, LLC since October 2020.
Is Sarah McIvor a financial advisor?
Yes. Sarah McIvor has a current investment-adviser registration in Texas, through Avion Wealth since January 2015.
How many years of experience does Sarah McIvor have?
Sarah McIvor has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has Sarah McIvor passed?
Sarah McIvor passed the Series 65 in August 2014.
Where is Sarah McIvor based?
Sarah McIvor’s registered office is in The Woodlands, TX.
Is Sarah McIvor registered with FINRA?
No. Sarah McIvor has no current broker registration.
Is Sarah McIvor a CFP?
Avion Wealth lists Sarah McIvor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sarah McIvor’s record?
Search CRD 6438824 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah McIvor’s full registration record.
