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| Austin Wealth Management LLC
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|---|---|
| CRD # | 172793 |
| SEC # | 801-117954 |
| CIK # | 0002003112, 0001800328 |
| AUM | 1,083.0 M (2026-03-25) |
| Employees | 18 (61% Investors, 6% Brokers) |
| Phone | 512-467-2000 |
| Address | 5209 Burnet Road Austin, TX 78756 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 18.7 | ||
| Apple Inc | 4.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 123.4 |
| (b) Individuals (high net worth individuals) | 189 | 502.6 |
| (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 | 47 | 31.9 |
| (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 | 2 | 424.9 |
| Total | 3,034 | 1,083.0 |
| By Discretionary | ||
| Discretionary | 2,739 | 988.8 |
| Non-Discretionary | 295 | 94.1 |
| Total | 3,034 | 1,083.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,083.0 | |
| Total | 3,034 | 1,083.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800328] | |
| 13F-HR | [0002003112] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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