Austin Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 25, 2026, reports $1.1B in regulatory assets under management, 18 employees, and 3,034 accounts.
Assets Under Management
$1.1B
Employees
18
Offices
--
Total Clients
629
Primary office
AUSTIN, TX
5209 BURNET ROAD, STE. 210, AUSTIN, TX, United States
Top client segmentIndividuals represent 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
391
2
HNWI
30.0%
189
3
Pension Plans
7.5%
47
4
SUB-ADVISORY SERVICES
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 25, 2026
Discretionary91.3%
$989M
91% of total RAUM91.3%
Non-discretionary8.7%
$94M
9% of total RAUM8.7%
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.
Total AUM$1.1B
Total Accounts3,034
10Y AUM Change+$974M (+898.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee35:1
10Y Employee Change+12 (+200.0%)
* 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.