Austin Wealth Solutions

Austin Wealth Solutions (CRD# 319597) is a financial advisory firm headquartered in Shreve, OH. They manage $3,524,775 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
160 S. Market St, Shreve, OH 44676
https://www.linkedin.com/company/austinwealthsolutions-finance/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $46,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Austin Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Cody Austin, financial advisor Shreve OH
Cody A. Austin
CRD#: 5923603
160 S. Market St, Shreve, OH 44676

Cody Austin (CRD# 5923603) is an Investment Advisor Representative working at Austin Wealth Solutions in Shreve, OH and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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