Investment adviser · CRD 110270
FMP WEALTH ADVISERS
Investment adviser filing (IA)
FINANCIAL MANAGEMENT PROFESSIONALS INC
AUSTIN, TX, United States · Form ADV filed Jul 16, 2026
- Regulatory AUM
- $1.34B Form ADV · Item 5.F
- Client accounts
- 2,806 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 12 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 |
|---|---|---|---|
| High-net-worth individuals | 328 | $985,828,179 | 73.6% |
| Individuals | 393 | $223,011,679 | 16.6% |
| Retirement plans | 15 | $82,435,278 | 6.2% |
| Pooled investment vehicles | 2 | $41,382,506 | 3.1% |
| Corporations & businesses | 10 | $7,486,426 | 0.6% |
Filing source
Form ADV 2120139 · Jul 16, 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
3 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.
FMP SELECT ASSETS DIVERSIFIED FUND, LPHedge Fund · Last reported Jul 16, 2026$41MGross asset value
Form D fundraising filings
FMP Select Assets Diversified Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL L.L.P.
PCAOB 410
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3069305779
- Reported beneficial owners
- 65
- Minimum commitment
- $250K
- Form D file number
- 021-276519
Form ADV 2120139 · Jul 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FMP REAL ESTATE TWO, LPReal Estate Fund · Last reported Jul 16, 2026$4.38MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAUER & COMPANY, LLC
PCAOB 6072
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2888614434
- Reported beneficial owners
- 56
- Minimum commitment
- $150K
- Form D file number
- 021-206336
Form ADV 2120139 · Jul 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FMP REAL ESTATE ONE, LPReal Estate Fund · Last reported Jan 27, 2022$0Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BAUER & COMPANY, LLC
PCAOB 6072
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3291592443
- Reported beneficial owners
- 54
- Minimum commitment
- $50K
- Form D file number
- 021-139366
Form ADV 1596644 · Jan 27, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
6034 WEST COURTYARD DRIVE, SUITE 380AUSTIN, TX, 78730, United States
CRD 110270
Filing source
Form ADV 2120139 · Jul 16, 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.