Watercolor Financial 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 27, 2026, reports $235M in regulatory assets under management, 3 employees, and 587 accounts.
Assets Under Management
$235M
Employees
3
Offices
--
Total Clients
152
Primary office
AUSTIN, TX
9600 GREAT HILLS TRAIL, SUITE 150W, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.9% of total clients.
Top client categories% of clientsClients
1
HNWI
53.9%
82
2
Individuals
46.1%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 27, 2026
Discretionary100.0%
$235M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts587
10Y AUM Change+$235M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee51:1
10Y Employee Change0 (0.0%)
* 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.