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FMP WEALTH ADVISERS

AUSTIN, TX · CRD 110270 · IAPD ↗ · fmprofessionals.com · 512-329-5174

$1.34BRegulatory AUM
12Advisory reps
14Employees
0Clients
101-250Planning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — FMP WEALTH ADVISERS notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — FMP WEALTH ADVISERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — FMP WEALTH ADVISERS crossed $1B in regulatory AUM ($952.0M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2024 — FMP WEALTH ADVISERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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