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Building 2AUSTIN WEALTH MANAGEMENT, LLC

Map pinAUSTIN, TX
Phone512-467-2000
NotebookSEC #801-117954
Total AUM
$1.1B
Employees
18
Clients
629

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5209 BURNET ROAD
STE. 210
AUSTIN
TX 78756
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
512-467-2000

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,034
Discretionary
$988.8M
Accounts
2,739
Non-Discretionary
$94.1M
Accounts
295

ContactClients

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Individual Clients
391
AUM
$123.4M
HNW Individual Clients
189
AUM
$502.6M
Pension/Profit Sharing Plan Clients
47
AUM
$31.9M
Other Clients
2
AUM
$424.9M
Description of Other Clients
SUB-ADVISORY SERVICES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLLAPATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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