Durbin Bennett Private Wealth Management, LLC

Durbin Bennett Private Wealth Management, LLC (CRD# 107722) is a financial advisory firm headquartered in Austin, TX. They manage $872,000,000 in 969 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    872
    MILLION
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $899,897
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
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.

CA, LA, TX

Financial Advisors at Durbin Bennett Private Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Paul D. Lueb, Jr.
CRD#: 4056086
100 Congress Avenue, Suite 1600, Austin, TX 78701
103
Wealthminder
score

Paul Lueb (CRD# 4056086) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 15 years of experience in the finance industry. Paul Lueb 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Jarrod A. Winkcompleck
CRD#: 3127068
100 Congress Avenue, Suite 1600, Austin, TX 78701
103
Wealthminder
score

Jarrod Winkcompleck (CRD# 3127068) is a Partner and Senior Advisor working at Durbin Bennett Private Wealth Management in Austin, TX and has over 18 years of experience in the finance industry. Jarrod Winkcompleck 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew P. Jachimiak
CRD#: 4821079
100 Congress Avenue, Suite 1600, Austin, TX 78701
96
Wealthminder
score

Matthew Jachimiak (CRD# 4821079) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 12 years of experience in the finance industry.

4
Tylor B. Seaman
CRD#: 6163536
100 Congress Avenue, Suite 1600, Austin, TX 78701
92
Wealthminder
score

Tylor Seaman (CRD# 6163536) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 3 years of experience in the finance industry.

5
Richard B. Bennett
CRD#: 4332494
100 Congress Avenue, Suite 1600, Austin, TX 78701
90
Wealthminder
score

Richard Bennett (CRD# 4332494) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Richard Bennett 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.

6
Margaret H. Casey
CRD#: 4174152
100 Congress Avenue, Suite 1600, Austin, TX 78701
90
Wealthminder
score

Margaret Casey (CRD# 4174152) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Margaret Casey 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.

7
Brent L. Durbin
CRD#: 4332499
100 Congress Avenue, Suite 1600, Austin, TX 78701
90
Wealthminder
score

Brent Durbin (CRD# 4332499) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry. Brent Durbin 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.

8
Michelle G. Yates
CRD#: 5804130
100 Congress Avenue, Suite 1600, Austin, TX 78701
88
Wealthminder
score

Michelle Yates (CRD# 5804130) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 2 years of experience in the finance industry.

9
Damian A. Lopez
CRD#: 2835464
100 Congress Avenue, Suite 1600, Austin, TX 78701
73
Wealthminder
score

Damian Lopez (CRD# 2835464) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 19 years of experience in the finance industry.

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