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).

Current Firm Details

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

https://twitter.com/atxwealthmgmt

By the Numbers

Total Assets Under Management

568

MILLION
Total Number of Accounts

2,267

ACCOUNTS
Average Account Value

$250,711

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, DC, LA, NE, PA, TN, TX

Financial Advisors at Austin Wealth Management, LLC

Showing 1 - 8 of 8 top financial advisors.

1

Michael S. McDougald

CRD#: 3108546

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

2

CRD#: 2996006

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

3

CRD#: 4762177

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

4

John R. Toungate

CRD#: 6143264

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

5

Anna Bell F. Gall

CRD#: 7494904

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

6

CRD#: 7609212

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

7

CRD#: 7838348

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

8

Matthew W. Pierce

CRD#: 5617359

1301 S. Capital Of Texas Hwy, Suite C-210, Austin, TX 78746

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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