Lbj Family Wealth Advisors, Ltd.

Lbj Family Wealth Advisors, Ltd. (CRD# 129701) is a financial advisory firm headquartered in Austin, TX. They manage $275,800,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $4,116,418
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

TX

Financial Advisors at Lbj Family Wealth Advisors, Ltd.
Showing 1 - 6 of 6 top financial advisors.
1
Eric S. Foultz
CRD#: 4595707
114 West Seventh Street, Suite 900, Austin, TX 78701
93
Wealthminder
score

Eric Foultz (CRD# 4595707) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 7 years of experience in the finance industry.

2
Ian J. Turpin
CRD#: 4963360
114 West Seventh St., Suite 900, Austin, TX 78701
93
Wealthminder
score

Ian Turpin (CRD# 4963360) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 12 years of experience in the finance industry.

3
Faith C. Vincent
CRD#: 2684783
114 West Seventh Street, Suite 900, Austin, TX 78701
93
Wealthminder
score

Faith Vincent (CRD# 2684783) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 21 years of experience in the finance industry.

4
Willyn C. Wahl
CRD#: 4963366
114 West Seventh St., Suite 900, Austin, TX 78701
93
Wealthminder
score

Willyn Wahl (CRD# 4963366) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 12 years of experience in the finance industry.

5
John A. Welborn
CRD#: 4963403
114 West Seventh St., Suite 900, Austin, TX 78701
93
Wealthminder
score

John Welborn (CRD# 4963403) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Austin, TX and has over 12 years of experience in the finance industry.

6
Weldon M. Morton
CRD#: 6200320
Georgetown, TX
87
Wealthminder
score

Weldon Morton (CRD# 6200320) is an Investment Advisor Representative working at Lbj Family Wealth Advisors, Ltd. in Georgetown, TX and has 1 year of experience in the finance industry.

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