49 Wealth Management, LLC
● SEC registered since 2022CRD 319484SEC# 801-123687Austin, TX
Reg. AUM
$1.4B
Employees
167
Accounts
6,257
Location
Austin, TX
49 Wealth Management, LLC assets under management
49 Wealth Management, LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2022. It reports $1.4 billion in regulatory assets under management and employs 167 people.
49 Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 49 Holdings, LLC Control | Sole Member | Over 75% | 2022 |
| Austin Merle Graff | Cio | Under 5% | 2024 |
| Daniel Christopher Wohlgemuth Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does 49 Wealth Management, LLC manage?
49 Wealth Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does 49 Wealth Management, LLC have?
49 Wealth Management, LLC reports 167 employees.
Where is 49 Wealth Management, LLC located?
49 Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2022.
Does 49 Wealth Management, LLC disclose fund performance?
49 Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3711 S Mopac Expy, Suite 150, Austin, TX 78746 |
| Phone | 214-563-1190 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 148%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.4B