Austin Wealth Management, LLC

RIASEC Registered
Total AUM
$1.1B
Discretionary
$989M
91% of AUM
Avg account
$357K
Accounts
3,034
Employees
18
Advisory reps
10

Firm details

Headquarters
Austin, Texas
CRD number
172793
Registered since
January 13, 2020
Website
austinwealthmgmt.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI46.41%
  • Other39.24%
  • Individuals11.4%
  • Pension & Profit Sharing Plans2.95%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Austin Wealth Management, LLC is an independent, individually owned RIA that has been registered with the SEC since 2020. The firm advises both individuals/families and institutional clients, offering financial planning alongside portfolio management for individuals, small businesses and institutions. Its service set includes pension consulting and the selection of other advisers. Austin Wealth charges fees by percentage of assets under management and via fixed-fee arrangements. The firm identifies as a capital allocator and does not market itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 12%, Cash & Cash Equivalents 8%, State & Local Bonds 2%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents8%
  • State & Local Bonds2%

Contacts

3 of 10
  • Erin Hay

    Erin Hay

    Senior Portfolio ManagerCRD 5944873

  • John Toungate

    John Toungate

    Wealth AdvisorCRD 6143264

  • Kevin Smith

    Kevin Smith

    Managing PartnerCRD 4762177

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 109

Active vs passive

$501M in ETFs

Passive

36%

$181M

Active

64%

$320M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$58M1,126,79111.58%
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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
5209 Burnet Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth