Austin Wealth Management, LLC

RIASEC Registered

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, owner-operated RIA organized as an LLC that registered with the SEC in 2020. The firm serves both individual & family clients and institutional clients, charging fees based on a percentage of assets under management and fixed fees. Core advisory services cited on the ADV include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting services, and the selection of other advisers. The firm identifies itself as a capital allocator and uses third‑party managers as part of its offering.