Ml&r Wealth Management LLC

Ml&r Wealth Management LLC (CRD# 109359) is a financial advisory firm headquartered in Austin, TX. They manage $1,502,170,493 in 1,789 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,502
    MILLION
  • Total Number of Accounts
    1,789
    ACCOUNTS
  • Average Account Value
    $839,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, FL, NC, TX, VA, WA

Financial Advisors at Ml&r Wealth Management LLC
Showing 1 - 10 of 18 top financial advisors.
1
Scott F. Adair
CRD#: 6129945
401 Congress Avenue, Suite 1100, Austin, TX 78701

Scott Adair (CRD# 6129945) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 9 years of experience in the finance industry. Scott Adair 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
Samuel L. Bryant
CRD#: 4732291
401 Congress Avenue, Suite 1100, Austin, TX 78701

Samuel Bryant (CRD# 4732291) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 17 years of experience in the finance industry.

3
Michael D. Center
CRD#: 4699360
Llano, TX

Michael Center (CRD# 4699360) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Llano, TX and has 1 year of experience in the finance industry.

4
Gregory J. Espenhover
CRD#: 4744839
401 Congress Avenue, Suite 1100, Austin, TX 78701

Gregory Espenhover (CRD# 4744839) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has 1 year of experience in the finance industry.

5
Alfred F. Frey
CRD#: 2891380
401 Congress Avenue, Suite 1100, Austin, TX 78701

Alfred Frey (CRD# 2891380) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 24 years of experience in the finance industry. Alfred Frey 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
Steven L. Harvey
CRD#: 2891378
401 Congress Avenue, Suite 1100, Austin, TX 78701

Steven Harvey (CRD# 2891378) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 24 years of experience in the finance industry. Steven Harvey 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
Sarah C. Kircher
CRD#: 6031364
401 Congress Avenue, Suite 1100, Austin, TX 78701

Sarah Kircher (CRD# 6031364) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 12 years of experience in the finance industry.

8
Vanessa L. McElwrath
CRD#: 5643047
401 Congress Avenue, Suite 1100, Austin, TX 78701

Vanessa McElwrath (CRD# 5643047) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has 1 year of experience in the finance industry. Vanessa McElwrath 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
Stanton T. McShurley
CRD#: 6047062
401 Congress Avenue, Suite 1100, Austin, TX 78701

Stanton McShurley (CRD# 6047062) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 6 years of experience in the finance industry. Stanton McShurley 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
Marybeth C. Meyer
CRD#: 4831666
401 Congress Avenue, Suite 1100, Austin, TX 78701

Marybeth Meyer (CRD# 4831666) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 17 years of experience in the finance industry. Marybeth Meyer 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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