REAL WEALTH PLANNING

REAL WEALTH PLANNING is an SEC-registered investment adviser (CRD 311106). Regulatory assets under management: $37.2M.

Registration

• CRD: 311106
• Type: Registered investment adviser
• Phone: (512) 222-7521
• Latest filing: 2026-03-31
• Regulatory AUM: $37.2M
• Discretionary AUM: $37.2M
• Clients: 3
• Accounts: 337

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311106 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search