MASLOW WEALTH ADVISORS

RIASEC RegisteredEst. 2001

Total AUM

$2.8B

Discretionary

$2.3B

81% of AUM

Avg account

$979K

Accounts

2,905

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 107722
Registered since: January 25, 2001
Website: www.maslow-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI91.49%
Pooled Investment Vehicles4.64%
Corporations / Businesses2.25%
Charitable Organizations0.86%
Individuals0.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Maslow Wealth Advisors is an independent, SEC‑registered RIA organized as an LLC and in operation since 2001. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that constructs portfolios directly and by selecting outside managers. Advisory services include discretionary portfolio management for individuals and pooled vehicles, management for businesses or institutions, and selection of third‑party advisers. Maslow uses multiple fee arrangements (AUM fees, hourly, fixed and other structures) and is not identified as an active ESG investor. The firm was previously known as Durbin Bennett Private Wealth Management and received a Top RIA Firms mention in FA Magazine in 2020.