Austin Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

172793

SEC number

801-117954

Firm type

RIA

Assets under management

$1.1B as of Mar 25, 2026

Website

www.youtube.com/CHANNEL/UCM8NOD827NYLWM50C8Y6WDW ↗

Phone

512-467-2000

Address

5209 Burnet Road, Austin, TX, 78756

Advisors at this firm

11 in our index · page 1 of 1

• Carlos Alberto CardenasCRD 7980986 · Austin, TX
  IA Registered
• Daniel DavilaCRD 1686004 · Austin, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anna Bell Farrar GallCRD 7494904 · Austin, TX
  IA Registered
• Manisha GuptaCRD 7609212 · Austin, TX
  IA Registered
• Erin Michael HayCRD 5944873 · Austin, TX
  IA RegisteredRegistration inactive
• David Ward LoweCRD 7838348 · Austin, TX
  IA Registered
• Michael Shane McdougaldCRD 3108546 · Austin, TX
  IA RegisteredRegistration inactive
• Derek David RippCRD 2996006 · Austin, TX
  IA Registered
• Kevin Xavier SmithCRD 4762177 · Austin, TX
  IA RegisteredBroker
• John Raymond ToungateCRD 6143264 · Austin, TX
  IA RegisteredRegistration inactive
• Nicolle Lachelle YatesCRD 6990521 · Austin, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.