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 registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides fee-based portfolio management and financial planning, combining discretionary portfolio oversight with non-discretionary advisory work and selection of third-party managers. Its advisory services include portfolio management for individuals, small businesses and institutions, pension consulting and the ongoing selection and oversight of outside advisers. Investment activity shows a clear emphasis on public funds and mutual funds as the primary vehicle for equity exposure, supplemented by targeted allocations to alternative investments. The firm is not positioned as an ESG investor. Fee arrangements include a percentage-of-assets model and fixed-fee engagements, which supports both ongoing asset-managed relationships and project-based planning work.