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| Austin Private Wealth LLC
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|---|---|
| CRD # | 304344 |
| SEC # | 801-116987 |
| CIK # | 0001800328 |
| AUM | $823.1 MM (2023-03-03) |
| Employees | 21 (95% Investors, 0% Brokers) |
| Phone | 512-886-4114 |
| Address | 3108 N Lamar Boulevard Austin, TX 78705 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.5 | |
| MSFT | 1,918,222.4 | 5.1 | |
| XOM | 385,508.3 | 4.0 | |
| TSLA | 723,390.3 | 3.4 | |
| GOOG | 1,482,566.4 | 2.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 639 | 147.9 |
| (b) Individuals (high net worth individuals) | 496 | 649.6 |
| (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 | 13 | 25.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,248 | 823.1 |
| By Discretionary | ||
| Discretionary | 4,207 | 811.8 |
| Non-Discretionary | 41 | 11.3 |
| Total | 4,248 | 823.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 822.6 | |
| Total | 4,248 | 823.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800328] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adams Asset Advisors LLC
✚
|
TX | 0.8 |
|
Talon Private Wealth LLC
✚
|
FL | 0.8 |
|
Hutchinson Capital Management
✚
|
CA | 0.8 |
|
Private Portfolio Partners LLC
✚
|
NJ | 0.8 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.8 |
|
Accel Wealth Management LLC
✚
|
IA | 0.8 |
|
Traynor Capital Management Inc
✚
|
PA | 0.8 |
|
Steward Partners Investment Solutions LLC
✚
|
OR | 0.8 |
|
EMFO LLC
✚
|
FL | 0.8 |
|
Archford Capital Strategies LLC
✚
|
IL | 0.8 |