Ml&r Wealth Management LLC
Ml&r Wealth Management LLC (CRD# 109359) is a financial advisory firm headquartered in Austin, TX. They manage $1,789,873,134 in 2,375 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management1,790MILLION
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Total Number of Accounts2,375ACCOUNTS
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Average Account Value$753,631
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, LA, NC, TX, VA, WA
Scott Adair (CRD# 6129945) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 11 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.
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.
Steven Harvey (CRD# 2891378) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 26 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.
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.
Pamela Raffaele (CRD# 4424389) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 16 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 13 years of experience in the finance industry.
Kira Scott (CRD# 3246298) 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. Kira Scott 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.
Stuart Smith (CRD# 4897500) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 19 years of experience in the finance industry.
Sarah Wasaff (CRD# 6697838) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 7 years of experience in the finance industry.
Stefany Quirico Canepa (CRD# 6229489) 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. Stefany Quirico Canepa 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.