Fmp Wealth Advisers is an SEC registered investment adviser organized as a corporation with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 27, 2026, reports $1.3B in regulatory assets under management, 14 employees, 1 office, and 2,806 accounts.
Assets Under Management
$1.3B
Employees
14
Offices
1 office
Total Clients
748
Primary office
AUSTIN, TX
6034 WEST COURTYARD DRIVE, SUITE 380, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
393
2
HNWI
43.9%
328
3
Pension Plans
2.0%
15
4
Corporations
1.3%
10
5
Pooled Investment Vehicles
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 27, 2026
Discretionary98.0%
$1.3B
98% of total RAUM98.0%
Non-discretionary2.0%
$27M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts2,806
10Y AUM Change+$756M (+129.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee53:1
10Y Employee Change+4 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.