MASLOW WEALTH ADVISORS
Latest filing: May 15, 2025 (64 days ago)
AUM
$2,065,363,526
17% change vs. 1 year ago
29% change vs. 3 years ago
71% change vs. 5 years ago
125% change vs. 10 years ago
Employee Count
24
9% change vs. 1 year ago
4% change vs. 3 years ago
41% change vs. 5 years ago
100% change vs. 10 years ago
Main Office
AUSTIN, TX
1601 SOUTH MO PAC EXPRESSWAY, AUSTIN, TX, UNITED STATES, 78746
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.3 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $2.0 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $2.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 63 | $0.2 |
| Average Individual AUM | $2,939,188 | |
| HNW | 277 | $1.8 |
| Average HNW AUM | $6,524,151 | |
| Retail Total | 340 | $2.0 |
| Average Retail AUM | $5,859,879 |
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 | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.1 |
| Retail SMA AUM | $2.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 17% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.1 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 48% | $1.0 |
| Other Pools | 24% | $0.5 |
| Cash | 6% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $2.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| BENNETT, RICHARD, BALDWIN | MEMBER/PARTNER |
| JACHIMIAK, MATTHEW, PAUL | MANAGING MEMBER/PARTNER/CIO |
| LUEB, PAUL, DARTER | MEMBER/PARTNER |
| SEAMAN, TYLOR, BORDELON | MEMBER/PARTNER/CEO/CHIEF COMPLIANCE OFFICER |
| KILGUST, ASHLEY | MANAGING MEMBER/PARTNER |
| SMITH, ANGELA, MEAGAN | MEMBER/PARTNER |
| TIERNAN, KEVIN, R | MEMBER/PARTNER |
| BROWN, KATHRYN, TURNHAM | MEMBER/PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
18 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KATHRYN BROWN | AUSTIN | TX | S66|2012-08-11 | ||||||
| ALFRED FREY | AUSTIN | TX | S63|1997-06-03 | CERTIFIED FINANCIAL PLANNER|PERSONAL FINANCIAL SPECIALIST | |||||
| DIANNE WADE | AUSTIN | TX | S65|2020-07-10 | ||||||
| DANIEL KAUFMAN | AUSTIN | TX | S65|2022-06-11 | ||||||
| KEVIN TIERNAN | AUSTIN | TX | S63|2008-06-17|S65|2010-12-13 | ||||||
| JORDAN QUINONEZ | AUSTIN | TX | S66|2018-09-07 | CERTIFIED FINANCIAL PLANNER | |||||
| BIANCA ARYAL | AUSTIN | TX | S65|2023-04-14|S63|2022-10-01 | ||||||
| ALEXANDRA RUSSELL | AUSTIN | TX | S63|2019-04-25|S65|2021-04-02 | ||||||
| PAUL LUEB | AUSTIN | TX | S63|2000-07-28|S65|2006-10-05 | CERTIFIED FINANCIAL PLANNER | |||||
| MATTHEW JACHIMIAK | AUSTIN | TX | S65|2004-08-12 | CHARTERED FINANCIAL ANALYST | |||||
| ANGELA SMITH | AUSTIN | TX | S63|2010-07-14|S66|2011-12-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JAY GOKHALE | AUSTIN | TX | S65|2018-03-31 | CERTIFIED FINANCIAL PLANNER | |||||
| TAYLOR BENNETT | AUSTIN | TX | S65|2019-10-08 | ||||||
| ELIZABETH RICHARDS | AUSTIN | TX | S66|2014-12-18 | ||||||
| RICHARD BENNETT | AUSTIN | TX | |||||||
| ASHLEY KILGUST | AUSTIN | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| MARK JOHNSON | AUSTIN | TX | S65|2021-11-01 | ||||||
| TYLOR SEAMAN | AUSTIN | TX | S66|2013-09-27 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.1 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 24 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.3 | 17% | 22 | 2 | 9% |
| 2023-04-04 | $1.4 | $0.6 | 44% | 20 | 4 | 20% |
| 2022-04-01 | $1.6 | $0.5 | 29% | 23 | 1 | 4% |
| 2021-04-05 | $1.3 | $0.8 | 61% | 18 | 6 | 33% |
| 2020-04-01 | $1.2 | $0.9 | 71% | 17 | 7 | 41% |
| 2019-04-01 | $1.0 | $1.0 | 98% | 17 | 7 | 41% |
| 2018-04-02 | $1.0 | $1.0 | 98% | 13 | 11 | 85% |
| 2017-04-01 | $0.9 | $1.2 | 138% | 13 | 11 | 85% |
| 2016-04-01 | $0.9 | $1.2 | 137% | 12 | 12 | 100% |
| 2015-04-01 | $0.9 | $1.1 | 125% | 12 | 12 | 100% |
| 2014-04-01 | $0.9 | $1.2 | 138% | 12 | 12 | 100% |
| 2013-04-01 | $0.7 | $1.4 | 216% | 12 | 12 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, CA-05/02/2022, LA-03/23/2015, NJ-04/05/2024, NY-12/08/2020, TX-02/21/2001 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV