# ML & R WEALTH MANAGEMENT LLC

ML & R WEALTH MANAGEMENT LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 109359
- Type: SEC-registered investment adviser
- SEC file number: 801-57128
- Location: 401 CONGRESS AVENUE, SUITE 1100, AUSTIN, TX, 78701
- Phone: 512-275-2700
- Latest filing: 2024-03-05
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $4.8M
- Clients: 24
- Accounts: 2,375

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| HARVEY MICHELLE LEE | SECRETARY; TREASURER | — |
| MAXWELL ROBERT EARL | PARTNER/PRESIDENT; PRESIDENT | — |
| KNEBEL STEVEN WAYNE | PARTNER/PRESIDENT; PARTNER/VICE PRESIDENT; PARTNET/VICE PRESIDENT (+2 more) | — |
| LOCKE TOMMY RAY | PARTNER/VICE PRESIDENT; VICE PRES/SECRETARY | — |
| RITTER MARK THOMAS | PARTNER/VICE PRESIDENT; VICE PRES./TREASURER | — |
| FREY ALFRED FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| ZIMMERHANZEL AUGUST JUSTIN | TREASURER | — |
| COX DALE | VICE PRESIDENT | — |
| SMITH STUART VICK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ SECRETARY; SECRETARY | — |
| Wasaff Sarah Christine | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109359/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109359/similar
- Related entities: https://search.stillhousedata.com/firm/109359/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109359

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.