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Austin Private Wealth, LLC

CRD 304344SEC# 801-116987Austin, TX
Export (members)
No longer SEC-registered. Austin Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.33B
Employees
27
Accounts
5,781
Location
Austin, TX

Austin Private Wealth, LLC assets under management

Austin Private Wealth, LLC is an SEC-registered investment adviser based in Austin, TX. It reports $1.3 billion in regulatory assets under management and employs 27 people.

Austin Private Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alex James WagnerManaging Member10-25%2019
Dan Kraus ControlManaging Member & Chief Compliance Officer25-50%2019
Kevin Edward WeaverManaging Member10-25%2022
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Frequently asked questions

How much does Austin Private Wealth, LLC manage?

Austin Private Wealth, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Austin Private Wealth, LLC have?

Austin Private Wealth, LLC reports 27 employees.

Where is Austin Private Wealth, LLC located?

Austin Private Wealth, LLC is based in Austin, TX.

Does Austin Private Wealth, LLC disclose fund performance?

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

Contact & registration

Address3108 N Lamar Boulevard, Suite B100, Austin, TX 78705
Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.32B
Non-discretionary$9.5M
Total (RAUM)$1.33B