AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN, Texas·3 registered advisors·CRD# 172793
SEC# 801-1179540512-467-2000
01

Firm Overview

AUM
$568M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at AUSTIN WEALTH MANAGEMENT, LLC

3 registered advisors
Daniel Davila
AUSTIN, Texas
PFS
Derek David Ripp
AUSTIN, Texas
Kevin Xavier Smith
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
3 advisors

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Data sourced from SEC Form ADV filings. AUSTIN WEALTH MANAGEMENT, LLC (CRD# 172793) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.