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 $866,168,036 in 954 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    866
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $907,933
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.

LA, TX

Financial Advisors at Durbin Bennett Private Wealth Management, LLC
Showing 1 - 10 of 13 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 13 years of experience in the finance industry.

4
Cherry T. Phan
CRD#: 5193163
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
96
Wealthminder
score

Cherry Phan (CRD# 5193163) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.

5
Angela M. Smith
CRD#: 5802398
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
96
Wealthminder
score

Angela Smith (CRD# 5802398) is an Investment Advisor Representative working at Durbin Bennett Private Wealth Management, LLC in Austin, TX and has over 7 years of experience in the finance industry. Angela Smith 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
Tylor B. Seaman
CRD#: 6163536
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
93
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 4 years of experience in the finance industry.

7
Richard B. Bennett
CRD#: 4332494
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
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.

8
Margaret H. Casey
CRD#: 4174152
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
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.

9
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.

10
Ashley Kilgust
CRD#: 6824839
1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
90
Wealthminder
score

Ashley Kilgust (CRD# 6824839) 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. Ashley Kilgust 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.

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