# WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC

WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC of AUSTIN, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 129588
- Type: SEC-registered investment adviser
- Location: 901 S. MOPAC EXPRESSWAY, AUSTIN, TX, 78746
- Phone: 512-478-0008
- Latest filing: 2026-03-30
- Regulatory AUM: $11.5M
- Discretionary AUM: $11.5M
- Clients: 1
- Accounts: 31

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129588/similar
- Related entities: https://search.stillhousedata.com/firm/129588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129588

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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.