Ml&r Wealth Management LLC
Ml&r Wealth Management LLC (CRD# 109359) is a financial advisory firm headquartered in Austin, TX. They manage $773,417,154 in 1,402 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management773MILLION
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Total Number of Accounts1,402ACCOUNTS
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Average Account Value$551,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
Alfred Frey (CRD# 2891380) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 21 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.
Steven Harvey (CRD# 2891378) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 21 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.
Lathrop Smith (CRD# 4996016) 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.
Scott Adair (CRD# 6129945) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 5 years of experience in the finance industry.
Samuel Bryant (CRD# 4732291) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 13 years of experience in the finance industry.
Sarah Kircher (CRD# 6031364) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 8 years of experience in the finance industry.
Pamela Raffaele (CRD# 4424389) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 10 years of experience in the finance industry.
Julie Reinhardt (CRD# 6031350) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 8 years of experience in the finance industry.
Stuart Smith (CRD# 4897500) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 13 years of experience in the finance industry.
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.