Austin Private Wealth, LLC
Austin Private Wealth, LLC (CRD# 304344) is a financial advisory firm headquartered in Austin, TX. They manage $1,055,505,411 in 5,094 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,056MILLION
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Total Number of Accounts5,094ACCOUNTS
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Average Account Value$207,206
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AZ, CA, CO, FL, GA, IA, IL, LA, MA, MN, MO, NC, NH, NJ, NM, NY, OH, TN, TX, UT, VA, WA
Raoul Celerier (CRD# 4888617) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 19 years of experience in the finance industry.
Kyle Cook (CRD# 6199178) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Joshua Dvorak (CRD# 6117400) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Dan Kraus (CRD# 2399787) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Noe Lopez (CRD# 6658193) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 7 years of experience in the finance industry.
Sarah McNutt (CRD# 6294206) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Kieu Turk (CRD# 4477895) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 22 years of experience in the finance industry.
Alex Wagner (CRD# 5295586) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Kevin Weaver (CRD# 4651950) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 20 years of experience in the finance industry.
Alison Cassorla (CRD# 7493991) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 2 years of experience in the finance industry.