WXYZ, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
309410

Firm profile

FINTRX

Overview

Wxyz, LLC operates as a sponsor and general partner, acting as the managing member of pooled investment vehicles rather than as a traditional advisory firm with retail advisory clients. The firm's primary visible activity is running private investment funds, with venture capital identified as the dominant strategy. Regulatory and firm classifications indicate Wxyz is not positioned as a multi-state registered adviser, is not an active ESG investor, and does not present itself as a pension consultant or a related adviser to another registered entity. Ownership is held at the individual level, and the firm's business activity centers on fund formation and fiduciary management for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • Kendra Scott

    MemberCRD 7257244

  • R. Hicks

    MemberCRD 7257234

  • Kathryn Cavanaugh

    Managing PartnerCRD 7257230

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
1608 W 5th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth