Maslow Wealth Advisors

RIASEC RegisteredEst. 2001

Total AUM

$2.8B

Discretionary

$2.3B

81% of AUM

Avg account

$979K

Accounts

2,905

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 107722
Registered since: January 25, 2001
Website: www.maslow-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI91.49%
Pooled Investment Vehicles4.64%
Corporations / Businesses2.25%
Charitable Organizations0.86%
Individuals0.76%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Maslow Wealth Advisors is an independent registered investment advisory firm organized as an LLC and registered with the SEC since 2001. The firm — previously known as Durbin Bennett Private Wealth Management — provides advisory services to both individual/family and institutional clients. Maslow acts as a capital allocator, selecting third‑party managers alongside direct portfolio management. Its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, as well as selection of other advisers. Fee arrangements are mixed and include percentage of AUM, hourly charges, fixed fees and other structures. The firm does not identify as an active ESG investor. Maslow was named to FA Magazine’s Top RIA Firms list in 2020.