Austin Private Wealth, LLC
Austin Private Wealth, LLC (CRD# 304344) is a financial advisory firm headquartered in Austin, TX. They manage $1,055,505,411 in 5,094 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,056MILLION
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Total Number of Accounts5,094ACCOUNTS
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Average Account Value$207,206
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, LA, MA, MN, MO, NC, NH, NJ, NM, NY, OH, TN, TX, UT, VA, WA
Raoul Celerier (CRD# 4888617) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 19 years of experience in the finance industry.
Kyle Cook (CRD# 6199178) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Joshua Dvorak (CRD# 6117400) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Dan Kraus (CRD# 2399787) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Noe Lopez (CRD# 6658193) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 7 years of experience in the finance industry.
Sarah McNutt (CRD# 6294206) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Kieu Turk (CRD# 4477895) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 22 years of experience in the finance industry.
Alex Wagner (CRD# 5295586) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Kevin Weaver (CRD# 4651950) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 20 years of experience in the finance industry.
Alison Cassorla (CRD# 7493991) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 2 years of experience in the finance industry.