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ML&R WEALTH MANAGEMENT LLC

AUSTIN, TX · CRD 109359 · IAPD ↗ · 512-275-2700

$1.79BRegulatory AUM
8Advisory reps
24Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2024 — ML&R WEALTH MANAGEMENT LLC (AUSTIN, TX) left the SEC roster (was $1.79B RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.