AUSTIN WEALTH MANAGEMENT, LLC
Latest filing: Mar 30, 2025 (111 days ago)
AUM
$766,414,063
35% change vs. 1 year ago
149% change vs. 3 years ago
363% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
16
23% change vs. 1 year ago
60% change vs. 3 years ago
167% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
AUSTIN, TX
7001 BURNET RD 3RD FLOOR, AUSTIN, TX, UNITED STATES, 78757
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.5 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 549 | $0.2 |
| Average Individual AUM | $321,467 | |
| HNW | 127 | $0.3 |
| Average HNW AUM | $2,660,052 | |
| Retail Total | 676 | $0.5 |
| Average Retail AUM | $760,816 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.5 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 10% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 83% | $0.6 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 0% | $0.0 |
| Total | 99% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BRANDON CROUCH | AUSTIN | TX | S66|2023-03-08 | ||||||
| JOHN TOUNGATE | AUSTIN | TX | S66|2014-03-28 | CERTIFIED FINANCIAL PLANNER | |||||
| DAVID LOWE | AUSTIN | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| KEVIN SMITH | AUSTIN | TX | S66|2004-05-13 | ||||||
| MANISHA GUPTA | AUSTIN | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| DEREK RIPP | AUSTIN | TX | S63|1998-03-06|S65|2001-08-03 | CERTIFIED FINANCIAL PLANNER | |||||
| ANNA BELL GALL | AUSTIN | TX | S65|2022-07-02 | ||||||
| MICHAEL MCDOUGALD | AUSTIN | TX | S63|1998-09-22|S65|2006-06-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JARED MEJSTRIK | AUSTIN | TX | S63|2017-10-16|S66|2018-12-22 | ||||||
| MATTHEW PIERCE | AUSTIN | TX | S66|2009-04-13 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $0.6 | $0.2 | 35% | 13 | 3 | 23% |
| 2023-04-04 | $0.4 | $0.3 | 77% | 12 | 4 | 33% |
| 2022-04-01 | $0.3 | $0.5 | 149% | 10 | 6 | 60% |
| 2021-04-05 | $0.2 | $0.6 | 273% | 6 | 10 | 167% |
| 2020-04-01 | $0.2 | $0.6 | 363% | 6 | 10 | 167% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, CA-01/13/2020, DC-11/01/2022, LA-01/13/2020, PA-08/22/2023, TN-09/01/2021, TX-01/13/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV