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49 FINANCIAL
49 WEALTH MANAGEMENT, LLC
CRD 319484 · SEC 801-123687
3711 S MOPAC EXPY, SUITE 150, AUSTIN, TX, 78746, United States
Phone
214-563-1190
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.40B
Team
167 total employees; 128 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3553 | $650.1M |
| High net worth individuals | 218 | $647.5M |
| Pension/profit sharing plans | 1 | $6.9M |
| Charitable organizations | 14 | $41.9M |
| Corporations/business entities | 53 | $56.5M |
States served
AL, AK, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD