Investment adviser · CRD 304344
AUSTIN PRIVATE WEALTH, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Feb 17, 2026
- Employees
- 25 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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: Feb 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
3108 N LAMAR BOULEVARD, SUITE B100AUSTIN, TX, 78705, United States
CRD 304344
Filing source
Form ADV 2047886 · Feb 17, 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.