AUSTIN WEALTH MANAGEMENT, LLC

1301 S. Capital Of Texas Hwy
Suite C-210
Austin, Texas 78746
Tel: 512-467-2000

About AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN WEALTH MANAGEMENT, LLC, formally registered with the SEC as AUSTIN WEALTH MANAGEMENT, LLC. The firm was established in 01/13/2020. They have over 1 offices throughout the country.

AUSTIN WEALTH MANAGEMENT, LLC is a Austin, Texas based Financial Planning firm with nearly $568,362,467 assets under management, offering retirement planning & investment advisory services to 2267 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172793
SEC#	801-117954
Assets Managed by Firm	$568,362,467
No. of Clients	2267
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2267	$568,362,467
Individuals (other than high net worth individuals)	398	$121,599,896
High net worth individuals	116	$272,836,669
Pension and profit sharing plans	45	$15,039,315

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TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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