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WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC
CRD 129588
901 S. MOPAC EXPRESSWAY, SUITE 300, AUSTIN, TX, 78746, United States
Phone
512-478-0008
Fax
512-263-1186
Registration
— (—)
Source
State registered
Total AUM
$11.5M
Discretionary AUM
$11.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.4M |
| High net worth individuals | 1 | $7.1M |
All web addresses on file
Official SEC filing: View on IAPD