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Family Office - Multi • Santa Barbara, United States

Avalan Wealth Management

Avalan Wealth Management is a family office - multi based in Santa Barbara, United States, founded in 2011. Verified contact details, AUM data, and investment preferences on FindLPs.

$405M
Assets Under Mgmt
2011
Year Founded
Family Office - Multi
Investor Type
Santa Barbara, United States
Headquarters
About

Avalan Wealth Management

Avalan Wealth Management is a wealth management firm based in Santa Barbara, California. Established in 2011, it offers a variety of services, including investment management, estate planning, and philanthropy. The assets of the firm are managed by the executive management team.

Investment Focus

What Avalan Wealth Management Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 233 East Carrillo Street

Contact Avalan Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.