THEORY79 WEALTH DESIGN LLC

THEORY79 WEALTH DESIGN LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 342184).

Registration

• CRD: 342184
• Type: Registered investment adviser
• Location: 500 W 2ND STREET, AUSTIN, TX, 78701
• Phone: (512) 503-0554
• Latest filing: 2026-07-07
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342184 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search