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AUSTIN PRIVATE WEALTH, LLC
3108 N Lamar Boulevard
Suite B100
Austin, Texas 78705
Tel: (512) 886-4114
About AUSTIN PRIVATE WEALTH, LLC
AUSTIN PRIVATE WEALTH, LLC, formally registered with the SEC as AUSTIN PRIVATE WEALTH, LLC. The firm was established in 07/18/2019. They have over 2 offices throughout the country.
AUSTIN PRIVATE WEALTH, LLC is a Austin, Texas based Financial Planning firm with nearly $1,055,505,411 assets under management, offering retirement planning & investment advisory services to 5094 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304344 |
| SEC# | 801-116987 |
| Assets Managed by Firm | $1,055,505,411 |
| No. of Clients | 5094 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5094 | $1,055,505,411 |
| Individuals (other than high net worth individuals) | 623 | $162,037,427 |
| High net worth individuals | 643 | $871,643,028 |
| Pension and profit sharing plans | 10 | $21,824,956 |
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