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| Austin Private Wealth LLC
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| |
|---|---|
| CRD # | 304344 |
| SEC # | 801-116987 |
| CIK # | 0002003112, 0001800328 |
| AUM | $1.1 BB (2024-06-13) |
| Employees | 23 (87% Investors, 0% Brokers) |
| Phone | 512-886-4114 |
| Address | 3108 N Lamar Boulevard Austin, TX 78705 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 16.0 | |
| NVDA | 399,550.0 | 9.9 | |
| MSFT | 1,918,222.4 | 9.8 | |
| AMZN | 1,092,997.8 | 5.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 623 | 162.0 |
| (b) Individuals (high net worth individuals) | 643 | 871.6 |
| (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 | 10 | 21.8 |
| (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 | 5,094 | 1,055.5 |
| By Discretionary | ||
| Discretionary | 5,054 | 1,045.4 |
| Non-Discretionary | 40 | 10.1 |
| Total | 5,094 | 1,055.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 1,049.2 | |
| Total | 5,094 | 1,055.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800328] | |
| 13F-HR | [0002003112] |
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|---|---|---|
|
Kings Path Partners LLC
✚
|
TX | 1.1 |
|
James Investment Research Inc
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|
OH | 1.1 |
|
Calton & Associates Inc
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FL | 1.1 |
|
MJP Associates Inc
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CT | 1.1 |
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Dean Capital Management LLC
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KS | 1.1 |
|
Total Wealth Planning LLC
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OH | 1.1 |
|
CWS Financial Advisors LLC
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MI | 1.1 |
|
Eclectic Associates Inc
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CA | 1.1 |
|
Prudent Management Associates
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|
PA | 1.1 |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1.1 |