Austec Wealth Management, LLC

Overview

Austec Wealth Management, LLC is an independent registered investment adviser focused on serving individual and family clients, with an owner-operated structure. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible: they use a percentage-of-AUM model and can also charge hourly or fixed fees depending on the engagement. Investment activity tilts toward public equities, with a clear preference for exchange-traded instruments. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It operates as a single-state adviser rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices