Birdrock Wealth is an SEC registered investment adviser organized as a partnership with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 26, 2026, reports $146M in regulatory assets under management, 6 employees, and 425 accounts.
Assets Under Management
$146M
Employees
6
Offices
--
Total Clients
211
Primary office
AUSTIN, TX
9433 BEE CAVE RD, BLDG 2, SUITE 203, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
167
2
HNWI
19.4%
41
3
Investment Cos.
0.9%
2
4
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of March 26, 2026
Discretionary95.8%
$140M
96% of total RAUM95.8%
Non-discretionary4.2%
$6M
4% of total RAUM4.2%
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$146M
Total Accounts425
10Y AUM Change$-30M (-16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+1 (+20.0%)
* 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.