Atx Financial Planning, LLC
● SEC registered since 2024CRD 311589SEC# 801-130875Austin, TX
Reg. AUM
$174.3M
Employees
4
Accounts
490
Location
Austin, TX
Atx Financial Planning, LLC assets under management
Atx Financial Planning, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2024. It reports $174.3 million in regulatory assets under management and employs 4 people.
Atx Financial Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Michael Massey Control | Chief Compliance Officer | Under 5% | 2020 |
| The Atx2020 Business Trust Ua Dated 10-15-2020 Control | Owner | Over 75% | 2020 |
| Raymond Michael Massey Control | Trustee | — | 2020 |
Frequently asked questions
How much does Atx Financial Planning, LLC manage?
Atx Financial Planning, LLC reports $174.3 million in regulatory assets under management on its Form ADV.
How many employees does Atx Financial Planning, LLC have?
Atx Financial Planning, LLC reports 4 employees.
Where is Atx Financial Planning, LLC located?
Atx Financial Planning, LLC is based in Austin, TX and has been SEC-registered since 2024.
Does Atx Financial Planning, LLC disclose fund performance?
Atx Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Grace Lane, Austin, TX 78746 |
| Phone | 512-693-4040 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.3M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$174.3Mregulatory AUM
Discretionary $174.3M