AUSTIN WEALTH SOLUTIONS

Overview

Austin Wealth Solutions is a small, advisor-led wealth management firm that combines portfolio management and insurance brokerage services for individual and family clients. The firm functions as a capital allocator and offers both model/managed portfolios and the ability to select outside advisers for specialized mandates. Fee arrangements consist of percentage-of-AUM charges and fixed fees. Investment activity centers on pooled public funds rather than direct-stock mandates or active ESG strategies. Advisory capabilities extend beyond single households to include portfolio management for pooled investment vehicles and for business or institutional clients, which indicates the firm can structure multi-client solutions and bring in external managers when needed. The firm is not flagged as an active ESG investor and operates with a client base concentrated in individual and family relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices