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| ATX Financial Planning LLC
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|---|---|
| CRD # | 311589 |
| SEC # | 801-130875 |
| CIK # | 0002111013 |
| AUM | 174.3 M (2026-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 512-693-4040 |
| Address | 500 Grace Lane Austin, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 2.9 | ||
| Nvidia Corp | 1.7 | ||
| Apple Inc | 1.5 | ||
| Grayscale Bitcoin MINI Trust BTC | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 46.6 |
| (b) Individuals (high net worth individuals) | 57 | 120.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.3 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 1 | 0.1 |
| Total | 490 | 174.3 |
| By Discretionary | ||
| Discretionary | 490 | 174.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 490 | 174.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 173.8 | |
| Total | 490 | 174.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111013] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Providence Legacy Advisors LLC
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174.8 M | |
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Rockhill Advisors LLC
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Murphy & Mullick Capital Management Corp
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Hanseatic Management Services Inc
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NM | 174.0 M |
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Chancellor Wealth Management Inc
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Ivanoff Wealth Management Inc
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