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Atx Financial Planning, LLC

● SEC registered since 2024CRD 311589SEC# 801-130875Austin, TX
Export (members)
Reg. AUM
$126.5M
Employees
3
Accounts
386
Location
Austin, TX

Atx Financial Planning, LLC assets under management

Atx Financial Planning, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2024. It reports $126.5 million in regulatory assets under management and employs 3 people.
www.atxfinancialplanning.comView on SEC.gov ↗

Atx Financial Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Raymond Michael Massey ControlChief Compliance OfficerUnder 5%2020
The Atx2020 Business Trust Ua Dated 10-15-2020 ControlOwnerOver 75%2020
Raymond Michael Massey ControlTrustee—2020

Frequently asked questions

How much does Atx Financial Planning, LLC manage?

Atx Financial Planning, LLC reports $126.5 million in regulatory assets under management on its Form ADV.

How many employees does Atx Financial Planning, LLC have?

Atx Financial Planning, LLC reports 3 employees.

Where is Atx Financial Planning, LLC located?

Atx Financial Planning, LLC is based in Austin, TX and has been SEC-registered since 2024.

Does Atx Financial Planning, LLC disclose fund performance?

Atx Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address418 Grace Lane, Austin, TX 78746
Phone512-693-4040
Office hours7:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$126.5M
Non-discretionary$0
Total (RAUM)$126.5M