Austin Wealth Management, LLC
● SEC registered since 2020CRD 172793SEC# 801-117954Austin, TX
Reg. AUM
$1.08B
Employees
18
Accounts
3,034
Location
Austin, TX
Austin Wealth Management, LLC assets under management
Austin Wealth Management, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 18 people.
Austin Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek David Ripp Control | Managing Principal / Cco | 10-25% | 2019 |
| Kevin Xavier Smith Control | Managing Principal / Ceo | Over 75% | 2012 |
Frequently asked questions
How much does Austin Wealth Management, LLC manage?
Austin Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Austin Wealth Management, LLC have?
Austin Wealth Management, LLC reports 18 employees.
Where is Austin Wealth Management, LLC located?
Austin Wealth Management, LLC is based in Austin, TX and has been SEC-registered since 2020.
Does Austin Wealth Management, LLC disclose fund performance?
Austin 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 | 5209 Burnet Road, Ste. 210, Austin, TX 78756 |
| Phone | 512-467-2000 |
| Fax | 512-258-7699 |
| Office hours | Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $988.8MNon-discretionary $94.1M