RINCON WEALTH MANAGEMENT

RINCON WEALTH MANAGEMENT of LAKEWAY, TX is an SEC-registered investment adviser (CRD 311430). Regulatory assets under management: $62.2M.

Registration

• CRD: 311430
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311430 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search