|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Austin Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 304344 |
| SEC # | 801-116987 |
| CIK # | 0002003112, 0001800328 |
| AUM | $1.3 B (2025-03-25) |
| Employees | 27 (74% Investors, 0% Brokers) |
| Phone | 512-886-4114 |
| Address | 3108 N Lamar Boulevard Austin, TX 78705 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.5 | ||
| Global MOFY Metaverse Ltd | 14.5 | ||
| Nvidia Corp | 12.8 | ||
| Microsoft Corp | 12.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 764 | 241.3 |
| (b) Individuals (high net worth individuals) | 556 | 1,063.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 26.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,781 | 1,331.2 |
| By Discretionary | ||
| Discretionary | 5,755 | 1,321.6 |
| Non-Discretionary | 26 | 9.5 |
| Total | 5,781 | 1,331.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.1 | |
| United States Persons | 1,324.1 | |
| Total | 5,781 | 1,331.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800328] | |
| 13F-HR | [0002003112] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kavar Capital Partners Group LLC
✚
|
KS | 1.3 |
|
New Advisory Services LLC
✚
|
WI | 1.3 |
|
Edgemoor Investment Advisors Inc
✚
|
MD | 1.3 |
|
Compass ION Advisors LLC
✚
|
PA | 1.3 |
|
Adamo Capital Family Office LLC
✚
|
FL | 1.3 |
|
Serenus Wealth Advisors LLC
✚
|
CA | 1.3 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.3 |
|
Thrive Wealth Management LLC
✚
|
PA | 1.3 |
|
MJP Associates Inc
✚
|
CT | 1.3 |
|
CCM Investment Advisers LLC
✚
|
SC | 1.3 |