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Austin Wealth Management, LLC

● SEC registered since 2020CRD 172793SEC# 801-117954Austin, TX
Export (members)
Reg. AUM
$766.4M
Employees
16
Accounts
2,671
Location
Austin, TX

Austin Wealth Management, LLC assets under management

Austin Wealth Management, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2020. It reports $766.4 million in regulatory assets under management and employs 16 people.
www.youtube.com/channel/ucm8nod827nylwm50c8y6wdwView on SEC.gov ↗

Austin Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Derek David Ripp ControlManaging Principal / Cco10-25%2019
Kevin Xavier Smith ControlManaging PrincipalOver 75%2012

Frequently asked questions

How much does Austin Wealth Management, LLC manage?

Austin Wealth Management, LLC reports $766.4 million in regulatory assets under management on its Form ADV.

How many employees does Austin Wealth Management, LLC have?

Austin Wealth Management, LLC reports 16 employees.

Where is Austin Wealth Management, LLC located?

Austin Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2020.

Does Austin Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address5209 Burnet Road, Ste. 210, Austin, TX 78756
Phone512-467-2000
Fax512-258-7699
Office hoursAppointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$732.1M
Non-discretionary$34.3M
Total (RAUM)$766.4M