Ml&r Wealth Management LLC

Ml&r Wealth Management LLC (CRD# 109359) is a financial advisory firm headquartered in Austin, TX. They manage $625,684,194 in 1,348 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    626
    MILLION
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $464,157
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
  • 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 Ml&r Wealth Management LLC
Showing 1 - 10 of 13 top financial advisors.
1
Alfred F. Frey
CRD#: 2891380
401 Congress Avenue, Suite 1100, Austin, TX 78701
96
Wealthminder
score

Alfred Frey (CRD# 2891380) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 20 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.

2
Steven L. Harvey
CRD#: 2891378
401 Congress Avenue, Suite 1100, Austin, TX 78701
96
Wealthminder
score

Steven Harvey (CRD# 2891378) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 20 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.

3
Lathrop W. Smith
CRD#: 4996016
401 Congress Avenue, Suite 1100, Austin, TX 78701
96
Wealthminder
score

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.

4
Samuel L. Bryant
CRD#: 4732291
401 Congress Avenue, Suite 1100, Austin, TX 78701
93
Wealthminder
score

Samuel Bryant (CRD# 4732291) 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.

5
Sarah C. Kircher
CRD#: 6031364
401 Congress Avenue, Suite 1100, Austin, TX 78701
93
Wealthminder
score

Sarah Kircher (CRD# 6031364) 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.

6
Pamela J. Raffaele
CRD#: 4424389
401 Congress Avenue, Suite 1100, Austin, TX 78701
93
Wealthminder
score

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.

7
Julie E. Reinhardt
CRD#: 6031350
401 Congress Avenue, Suite 1100, Austin, TX 78701
93
Wealthminder
score

Julie Reinhardt (CRD# 6031350) 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.

8
Stuart V. Smith
CRD#: 4897500
401 Congress Avenue, Suite 1100, Austin, TX 78701
93
Wealthminder
score

Stuart Smith (CRD# 4897500) 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.

9
Scott F. Adair
CRD#: 6129945
401 Congress Avenue, Suite 1100, Austin, TX 78701
90
Wealthminder
score

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.

10
Vanessa L. McElwrath
CRD#: 5643047
401 Congress Avenue, Suite 1100, Austin, TX 78701
90
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.