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AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN, TX · CRD 172793 · IAPD ↗ · 512-467-2000

$1.08BRegulatory AUM
11Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — AUSTIN WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($766.4M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
January 2026 — AUSTIN WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — AUSTIN WEALTH MANAGEMENT, LLC reported RAUM up 35% ($568.4M -> $766.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — AUSTIN WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($432.7M -> $568.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
March 2024 — AUSTIN WEALTH MANAGEMENT, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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