Austin Wealth Management, LLC
Austin Wealth Management, LLC (CRD# 172793) is a financial advisory firm headquartered in Austin, TX. They manage $568,362,467 in 2,267 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management568MILLION
-
Total Number of Accounts2,267ACCOUNTS
-
Average Account Value$250,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DC, LA, NE, PA, TN, TX
Michael McDougald (CRD# 3108546) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 25 years of experience in the finance industry.
Derek Ripp (CRD# 2996006) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 26 years of experience in the finance industry.
Kevin Smith (CRD# 4762177) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 19 years of experience in the finance industry.
John Toungate (CRD# 6143264) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Anna Bell Gall (CRD# 7494904) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
Manisha Gupta (CRD# 7609212) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
David Lowe (CRD# 7838348) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
Matthew Pierce (CRD# 5617359) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 15 years of experience in the finance industry.