Austin Wealth Management, LLC

Austin Wealth Management, LLC (CRD# 172793) is a financial advisory firm headquartered in Austin, TX. They manage $51,536,502 in 350 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $147,247
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Austin Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Derek D. Ripp
CRD#: 2996006
1301 S. Capital Of Texas Hwy, Suite C-200, Austin, TX 78746
96
Wealthminder
score

Derek Ripp (CRD# 2996006) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 18 years of experience in the finance industry. Derek Ripp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin X. Smith
CRD#: 4762177
1301 S. Capital Of Texas Hwy, Suite C-200, Austin, TX 78746
93
Wealthminder
score

Kevin Smith (CRD# 4762177) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 12 years of experience in the finance industry.

3
Jonathan M. McQuade
CRD#: 5677776
1301 S. Capital Of Texas Hwy, Suite C-200, Austin, TX 78746
91
Wealthminder
score

Jonathan McQuade (CRD# 5677776) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 2 years of experience in the finance industry. Jonathan McQuade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel Davila
CRD#: 1686004
1301 S. Capital Of Texas Hwy, Suite C-200, Austin, TX 78746
83
Wealthminder
score

Daniel Davila (CRD# 1686004) is an Investment Advisor Representative working at Austin Wealth Management, LLC in Austin, TX and has over 29 years of experience in the finance industry.

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