FMP WEALTH ADVISERS

FINANCIAL MANAGEMENT PROFESSIONALS INC

CRD 110270 · SEC 801-30367

Visit website

6034 WEST COURTYARD DRIVE, SUITE 380, AUSTIN, TX, 78730, United States

Phone

512-329-5174

Fax

512-329-5176

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.34B

Discretionary AUM

$1.31B

Team

14 total employees; 12 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	393	$223.0M
High net worth individuals	328	$985.8M
Pooled investment vehicles	2	$41.4M
Pension/profit sharing plans	15	$82.4M
Corporations/business entities	10	$7.5M

States served

CA, CO, LA, MS, OK, TX, FL

All web addresses on file

HTTPS://WWW.FMPROFESSIONALS.COM/
HTTPS://WWW.FMPWA.COM/
HTTPS://WWW.LINKEDIN.COM/COMPANY/606989/

Official SEC filing: View on IAPD