AUSTIN WEALTH SOLUTIONS

AUSTIN WEALTH SOLUTIONS of SHREVE, OH is an SEC-registered investment adviser (CRD 319597). Regulatory assets under management: $5.4M.

Registration

• CRD: 319597
• Type: Registered investment adviser
• Location: 160 S. MARKET ST, SHREVE, OH, 44676
• Phone: 330-473-1014
• Latest filing: 2026-02-25
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 3
• Accounts: 88

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, 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 319597 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search