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).

By the Numbers
  • Total Assets Under Management
    1,790
    MILLION
  • Total Number of Accounts
    2,375
    ACCOUNTS
  • Average Account Value
    $753,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, TX, VA, WA

Financial Advisors at Ml&r Wealth Management LLC
Showing 1 - 10 of 10 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 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.

2
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.

3
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 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.

4
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.

5
Pamela J. Raffaele
CRD#: 4424389
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

6
Julie E. Reinhardt
CRD#: 6031350
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

7
Kira L. Scott
CRD#: 3246298
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

8
Stuart V. Smith
CRD#: 4897500
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

9
Sarah C. Wasaff
CRD#: 6697838
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

10
Stefany N. Quirico Canepa
CRD#: 6229489
401 Congress Avenue, Suite 1100, Austin, TX 78701

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.

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