Austin Private Wealth is an investment advisor in Austin with $823.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272194986
SEC advisor number
801-116987
FINRA CRD number
304344
AUM ?
$1.06 bn
(as of 27 Sep 24)
Accounts
5,094
(as of 27 Sep 24)
Employees
23
(20 investment advisory or research)
Address
Austin Private Wealth
3108 N LAMAR BOULEVARD
SUITE B100
AUSTIN
TX 78705
3108 N LAMAR BOULEVARD
SUITE B100
AUSTIN
TX 78705
Phone
5128864114
Latest filings (excl ownership)
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22