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AUSTIN WEALTH MANAGEMENT, LLC
CRD 172793 · SEC 801-117954
5209 BURNET ROAD, STE. 210, AUSTIN, TX, 78756, United States
Phone
512-467-2000
Fax
512-258-7699
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$988.8M
Team
18 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 391 | $123.4M |
| High net worth individuals | 189 | $502.6M |
| Pension/profit sharing plans | 47 | $31.9M |
States served
CA, DC, LA, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD