WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC

WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 129588). Regulatory assets under management: $11.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 129588
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search