LBJ FAMILY WEALTH ADVISORS, LTD.

AUSTIN, Texas·5 registered advisors·CRD# 129701
SEC# 801-643740512-457-5000
01

Firm Overview

AUM
$319M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Other: BASED ON A PERCENTAGE OF REVENUES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at LBJ FAMILY WEALTH ADVISORS, LTD.

5 registered advisors
Faith Creighton Vincent
AUSTIN, Texas
Ian Johnstone Turpin
AUSTIN, Texas
John Austin Welborn
AUSTIN, Texas
Luci Baines Johnson
AUSTIN, Texas
Willyn Cobb Wahl
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
5 advisors

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Data sourced from SEC Form ADV filings. LBJ FAMILY WEALTH ADVISORS, LTD. (CRD# 129701) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.