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Building 2PRICE WEALTH, LLC

Map pinAUSTIN, TX
Phone512-320-8556
NotebookSEC #801-63120
Total AUM
$1.4B
Employees
4
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 WEST 6TH STREET
SUITE 1840
AUSTIN
TX 78701
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
512-320-8556

ReceiptFinancials

Total AUM
$1.4B
Accounts
51
Discretionary
$1.2B
Accounts
49
Non-Discretionary
$136.6M
Accounts
2

ContactClients

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HNW Individual Clients
39
AUM
$1.2B
Charitable Organization Clients
10
AUM
$117.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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