Investment adviser · CRD 319484
49 FINANCIAL
Investment adviser filing (IA)
49 WEALTH MANAGEMENT, LLC
AUSTIN, TX, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $1.4B Form ADV · Item 5.F
- Client accounts
- 6,257 Accounts, not individual clients
- Employees
- 167 Reported in this filing
- Advisory professionals
- 128 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,553 | $650,149,193 | 46.3% |
| High-net-worth individuals | 218 | $647,508,038 | 46.2% |
| Corporations & businesses | 53 | $56,476,906 | 4.0% |
| Charities | 14 | $41,900,422 | 3.0% |
| Retirement plans | 1 | $6,939,013 | 0.5% |
Filing source
Form ADV 2132044 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
3711 S MOPAC EXPY, SUITE 150AUSTIN, TX, 78746, United States
CRD 319484
Filing source
Form ADV 2132044 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.