# RINCON WEALTH MANAGEMENT

RINCON WEALTH MANAGEMENT of LAKEWAY, TX is an SEC-registered investment adviser.

## Registration

- CRD: 311430
- Type: SEC-registered investment adviser
- Location: 1927 LOHMANS CROSSING, LAKEWAY, TX, 78734
- Phone: 805-455-3043
- Latest filing: 2026-03-24
- Regulatory AUM: $62.2M
- Discretionary AUM: $62.2M
- Clients: 1
- Accounts: 307

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311430/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311430/similar
- Related entities: https://search.stillhousedata.com/firm/311430/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311430

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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.