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| ML & R Wealth Management LLC
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| |
|---|---|
| CRD # | 109359 |
| SEC # | 801-57128 |
| CIK # | 0001903320 |
| AUM | $1.8 BB (2024-03-05) |
| Employees | 24 (33% Investors, 0% Brokers) |
| Phone | 512-275-2700 |
| Address | 401 Congress Avenue Austin, TX 78701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 109.7 |
| (b) Individuals (high net worth individuals) | 390 | 1,575.7 |
| (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 | 8 | 103.8 |
| (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 | 7 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,375 | 1,789.9 |
| By Discretionary | ||
| Discretionary | 2,358 | 1,785.0 |
| Non-Discretionary | 17 | 4.8 |
| Total | 2,375 | 1,789.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,789.9 | |
| Total | 2,375 | 1,789.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001903320] |
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|---|---|---|
|
36 North Capital Management LLC
✚
|
AR | 1.8 |
|
Woodley Farra Manion Portfolio Management Inc
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IN | 1.8 |
|
RKL Wealth Management LLC
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1.8 | |
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Summit Financial Strategies Inc
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OH | 1.8 |
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Wealth Architects LLC
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Rockwood Wealth Management LLC
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Main Street Financial Solutions LLC
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