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| Keyboard |
| Fundify Advisors LLC
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|---|---|
| CRD # | 319004 |
| SEC # | 801-125725 |
| CIK # | |
| AUM | 0.9 M (2026-03-31) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-645-1010 |
| Address | 5900 Balcones Drive Austin, TX 78731 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,265 | 862.4 |
| (b) Individuals (high net worth individuals) | 129 | 26.1 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 9,393 | 888.5 |
| By Discretionary | ||
| Discretionary | 9,393 | 888.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9,393 | 888.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 888.5 | |
| Total | 9,393 | 888.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Branson Fowlkes Russell Inc
✚
|
TX | 1.6 M |
|
MAAT Investment Group GmbH
✚
|
1.4 M | |
|
GLR Investment Advisory LLC
✚
|
0.6 M | |
|
M1 Advisory Services LLC
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|
IL | 0.6 M |
|
Kubence LLC
✚
|
0.6 M | |
|
PMC Wealth LLC
✚
|
NY | 0.6 M |
|
NPW Inc
✚
|
0.5 M | |
|
New Day Wealth Management LLC
✚
|
AR | 0.4 M |
|
Sandlot Private Wealth LLC
✚
|
UT | 0.3 M |
|
Scalyr Technologies Inc
✚
|
MA | 0.2 M |