Unclaimed Profile

Keith Michael Andel

49 WEALTH MANAGEMENT, LLC·AUSTIN, Texas

Series 7, Series 63, Series 65Clean record20 years registered49 WEALTH MANAGEMENT, LLC

916 S CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78746CRD# 5115359Firm CRD# 319484

Profile Verification

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

Identity

Keith Michael Andel · AUSTIN, TX

Registration

CRD #5115359 · 49 WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 49 WEALTH MANAGEMENT, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Oct 2024 – Dec 2025

Temple, TX

H.D. VEST ADVISORY SERVICES, INC

May 2006 – Feb 2010

ROGERS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

49 WEALTH MANAGEMENT, LLC

CRD 319484 · SEC 801-123687

AUM

$566M

Regulatory assets under management

Employees

103

3,364 client accounts

Services offered by 49 WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 49 WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Keith Michael Andel offer?

Keith Michael Andel specializes in Financial Planning, Investment Management, Wealth Management.

What are Keith Michael Andel's credentials?

Keith Michael Andel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Michael Andel located?

Keith Michael Andel is based in AUSTIN, Texas, last registered with 49 WEALTH MANAGEMENT, LLC.

How does Keith Michael Andel charge for services?

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

How large is 49 WEALTH MANAGEMENT, LLC?

49 WEALTH MANAGEMENT, LLC has approximately 103 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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