Austin Private Wealth, LLC
CRD 304344SEC# 801-116987Austin, TX
No longer SEC-registered. Austin Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
25
Accounts
—
Location
Austin, TX
Austin Private Wealth, LLC assets under management
Austin Private Wealth, LLC is an SEC-registered investment adviser based in Austin, TX. It employs 25 people.
Austin Private Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex James Wagner | Managing Member | 10-25% | 2019 |
| Dan Kraus Control | Managing Member & Chief Compliance Officer | 25-50% | 2019 |
| Kevin Edward Weaver | Managing Member | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Austin Private Wealth, LLC have?
Austin Private Wealth, LLC reports 25 employees.
Where is Austin Private Wealth, LLC located?
Austin Private Wealth, LLC is based in Austin, TX.
Does Austin Private Wealth, LLC disclose fund performance?
Austin Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3108 N Lamar Boulevard, Suite B100, Austin, TX 78705 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.33BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
EmployeesTop 20%
More than 80% of 16,825 advisers