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49 Wealth Management, LLC

● SEC registered since 2022CRD 319484SEC# 801-123687Austin, TX
Export (members)
Reg. AUM
$871.4M
Employees
167
Accounts
2,989
Location
Austin, TX

49 Wealth Management, LLC assets under management

49 Wealth Management, LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2022. It reports $871.4 million in regulatory assets under management and employs 167 people.
www.facebook.com/49financialView on SEC.gov ↗

49 Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
49 Holdings, LLC ControlSole MemberOver 75%2022
Austin Merle GraffCioUnder 5%2024
Daniel Christopher Wohlgemuth ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does 49 Wealth Management, LLC manage?

49 Wealth Management, LLC reports $871.4 million in regulatory assets under management on its Form ADV.

How many employees does 49 Wealth Management, LLC have?

49 Wealth Management, LLC reports 167 employees.

Where is 49 Wealth Management, LLC located?

49 Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2022.

Does 49 Wealth Management, LLC disclose fund performance?

49 Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3711 S Mopac Expy, Suite 150, Austin, TX 78746
Phone214-563-1190
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$871.4M
Non-discretionary$0
Total (RAUM)$871.4M