Austin Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$1.1B

Discretionary

$989M

91% of AUM

Avg account

$357K

Accounts

3,034

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 172793
Registered since: January 13, 2020
Website: austinwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI46.41%
Other39.24%
Individuals11.4%
Pension & Profit Sharing Plans2.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Austin Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator, combining portfolio management with financial planning. Its advisory services include portfolio management for individuals, small businesses, and institutional entities, pension consulting-related work, and the selection of other advisers. Fee arrangements include percentage-of-AUM fees and fixed-fee engagements. The firm is not an active ESG investor and does not report multi-state adviser status.