Unclaimed Profile

Daniel Davila

AUSTIN WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 6, Series 7, Series 22, Series 24, Series 63PFS25 years registeredAUSTIN WEALTH MANAGEMENT, LLC

1301 S. CAPITAL OF TEXAS HWY, AUSTIN, TX 78746CRD# 1686004Firm CRD# 172793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Davila · AUSTIN, TX

Registration

CRD #1686004 · AUSTIN WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

AUSTIN WEALTH MANAGEMENT, LLC

Oct 2025 – present

AUSTIN WEALTH MANAGEMENT, LLC

Sep 2014 – Dec 2020

AUSTIN, TX

TRIAD ADVISORS, INC.

Feb 2012 – Oct 2014

AUSTIN, TX

VISION CAPITAL PARTNERS, INC.

Nov 2009 – Sep 2011

AUSTIN, TX

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jan 2001 – Oct 2009

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · January 4, 2001

Years registered · 25

Professional designation · PFS

Disclosure History

2017Customer Dispute·Settled

1996Customer Dispute·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AUSTIN WEALTH MANAGEMENT, LLC

CRD 172793 · SEC 801-117954

AUM

$568M

Regulatory assets under management

Employees

2,267 client accounts

Services offered by AUSTIN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUSTIN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Davila offer?

Daniel Davila specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Daniel Davila's credentials?

Daniel Davila holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Davila located?

Daniel Davila is based in AUSTIN, Texas, working with AUSTIN WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Daniel Davila charge for services?

Daniel Davila's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUSTIN WEALTH MANAGEMENT, LLC?

AUSTIN WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $568M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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