Alongside, LLC
● SEC registered since 2025CRD 333587SEC# 801-131682Austin, TX
Reg. AUM
$878.6M
Employees
3
Accounts
3,903
Location
Austin, TX
Alongside, LLC assets under management
Alongside, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2025. It reports $878.6 million in regulatory assets under management and employs 3 people.
Alongside, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alongside Holdings LLC Control | Owner | Over 75% | 2024 |
| Daniel Christopher Wohlgemuth Control | Chief Compliance Officer | Under 5% | 2024 |
| Lucas Walter Miller Winskowski Control | President | Under 5% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Alongside, LLC manage?
Alongside, LLC reports $878.6 million in regulatory assets under management on its Form ADV.
How many employees does Alongside, LLC have?
Alongside, LLC reports 3 employees.
Where is Alongside, LLC located?
Alongside, LLC is based in Austin, TX and has been SEC-registered since 2025.
Does Alongside, LLC disclose fund performance?
Alongside, 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 | (512) 241-7341 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$878.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$878.6Mregulatory AUM
Discretionary $878.6M