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AA WEALTH STRATEGIES LLC
CRD 319496
3301 NORTHLAND DRIVE, SUITE 330, AUSTIN, TX, 78731, United States
Phone
512-474-1778
Fax
512-474-2879
Registration
— (—)
Source
State registered
Total AUM
$31.3M
Discretionary AUM
$31.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.8M |
| High net worth individuals | 7 | $25.5M |
All web addresses on file
Official SEC filing: View on IAPD