Defenders of Your Personal and Financial Dreams

About Austin Private Wealth

Mission Statement

At Austin Private Wealth, our mission is to be defenders of your personal and financial dreams.

Our Approach

Our team of experienced financial professionals provides comprehensive financial advice while building trusted relationships and learning more about our clients' unique goals and aspirations.

Independence and Transparency

Austin Private Wealth is an independent fee-only advisory firm, which means we are not beholden to any financial institutions or third parties. This allows us to provide unbiased and objective advice that is solely in the best interests of our clients.

Our fee structure is transparent and aligns with our clients' interests. We are compensated solely on a fee-only basis, which means we do not receive any commissions or incentives from selling financial products.

Experience and Expertise

With over 10 years of experience, Austin Private Wealth has a proven track record of helping clients achieve their financial goals.

Registration and Locations

Austin Private Wealth is a registered investment advisory firm with the Securities and Exchange Commission (SEC). We serve clients in 22 states and have a licensed staff of 16 advisors.

Assets Under Management

As of March 31, 2023, Austin Private Wealth manages over $11 billion in assets for our clients.