SEVEY WEALTH ADVISORS

SEVEY WEALTH ADVISORS is an SEC-registered investment adviser (CRD 324450). Regulatory assets under management: $847K.

Registration

• CRD: 324450
• Type: Registered investment adviser
• Phone: 512.647.8886
• Latest filing: 2026-03-18
• Regulatory AUM: $847K
• Non-discretionary AUM: $847K
• Clients: 1
• Accounts: 3

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search