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| Happy Holidays!! thanks for using AUM13F!! |
| Austin Wealth Management LLC
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| CRD # | 172793 |
| SEC # | 801-117954 |
| CIK # | 0002003112, 0001800328 |
| AUM | $766.4 M (2025-07-28) |
| Employees | 16 (62% Investors, 6% Brokers) |
| Phone | 512-467-2000 |
| Address | 5209 Burnet Road Austin, TX 78757 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002003112 0001800328 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.5 | ||
| Global MOFY Metaverse Ltd | 14.5 | ||
| Nvidia Corp | 12.8 | ||
| Microsoft Corp | 12.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 549 | 176.5 |
| (b) Individuals (high net worth individuals) | 127 | 337.8 |
| (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 | 45 | 29.0 |
| (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 | 223.1 |
| Total | 2,671 | 766.4 |
| By Discretionary | ||
| Discretionary | 2,356 | 732.1 |
| Non-Discretionary | 315 | 34.3 |
| Total | 2,671 | 766.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 766.4 | |
| Total | 2,671 | 766.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800328] | |
| 13F-HR | [0002003112] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FSA Wealth Partners Inc
✚
|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
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FL | 0.8 |
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CCG Wealth Management LLC
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CA | 0.8 |
|
Private Wealth Management Inc
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TN | 0.8 |
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Burling Wealth Partners LLC
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IL | 0.8 |
|
Meridian Management Co
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AR | 0.8 |
|
B&T Capital Management Incorporated
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|
TX | 0.8 |
|
Aequitas Investment Advisors LLC
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|
MA | 0.8 |
|
PCG Wealth Advisors LLC
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|
KS | 0.8 |
|
Ramsay Stattman Vela & Price Inc
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|
CO | 0.8 |