49 WEALTH MANAGEMENT, LLC

49 FINANCIAL
AUSTIN, Texas·6 registered advisors·CRD# 319484
SEC# 801-1236879214-563-1190
01

Firm Overview

AUM
$566M
Regulatory assets under management
Employees
103
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at 49 WEALTH MANAGEMENT, LLC

6 registered advisors
Daniel Christopher Wohlgemuth
AUSTIN, Texas
Hunter Ray Lloyd
AUSTIN, Texas
Keith Michael Andel
AUSTIN, Texas
Lucas Walter Miller Winskowski
AUSTIN, Texas
CFP
Matthew Kyle Sims
AUSTIN, Texas
Travis Jordan Penfield
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
6 advisors

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Data sourced from SEC Form ADV filings. 49 WEALTH MANAGEMENT, LLC (CRD# 319484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.