Wealth Management Services Of Austin, LLC

Wealth Management Services Of Austin, LLC (CRD# 129588) is a financial advisory firm headquartered in Austin, TX. They manage $10,270,751 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
901 S. Mopac Expressway, Suite 300, Austin, TX 78746
https://www.linkedin.com/in/wealthaustin/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $270,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wealth Management Services Of Austin, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Gillespie, financial advisor Austin TX
John M. Gillespie
CRD#: 3160855
Austin, TX

John Gillespie (CRD# 3160855) is an Investment Advisor Representative working at Wealth Management Services Of Austin, LLC in Austin, TX and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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