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Lucas Walter Miller Winskowski

49 WEALTH MANAGEMENT, LLC·AUSTIN, Texas
SIE, Series 7, Series 24, Series 66CFPClean record17 years registered49 WEALTH MANAGEMENT, LLC
916 S CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78746CRD# 4640493Firm CRD# 319484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lucas Walter Miller Winskowski · AUSTIN, TX
Registration
CRD #4640493 · 49 WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

818 FAMILY OFFICE, LLC
Feb 2026 – present
ALONGSIDE, LLC
May 2025 – present
49 FINANCIAL
Apr 2024 – present
THRIVENT INVESTMENT MANAGEMENT INC.
Mar 2012 – Feb 2023
Minneapolis, MN
THRIVENT INVESTMENT MANAGEMENT INC.
Feb 2009 – Aug 2009
GOLDEN VALLEY, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · February 3, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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05

Frequently Asked Questions

What services does Lucas Walter Miller Winskowski offer?
Lucas Walter Miller Winskowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Lucas Walter Miller Winskowski's credentials?
Lucas Walter Miller Winskowski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lucas Walter Miller Winskowski located?
Lucas Walter Miller Winskowski is based in AUSTIN, Texas, working with 49 WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Lucas Walter Miller Winskowski charge for services?
Lucas Walter Miller Winskowski'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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Other Advisors at 49 WEALTH MANAGEMENT, LLC

Daniel Christopher Wohlgemuth
AUSTIN, TX
Travis Jordan Penfield
AUSTIN, TX
Hunter Ray Lloyd
AUSTIN, TX
Matthew Kyle Sims
AUSTIN, TX
Keith Michael Andel
AUSTIN, TX

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