ML & R WEALTH MANAGEMENT LLC

Legal name: ML&R WEALTH MANAGEMENT LLC

CRD #109359 SEC #801-57128 AUSTIN, TX 512-275-2700

SEC Registered

Total AUM

$1.8B

Discretionary

$1.8B

Employees

Clients

Accounts

2,375

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 6, 2024
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
COX, DALE	I	VICE PRESIDENT	NA	Control
FREY, ALFRED, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA
FREY, ALFRED, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA
FREY, ALFRED, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA
FREY, ALFRED, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA
FREY, ALFRED, FRANCIS	I	CHIEF COMPLIANCE OFFICER	NA
HARVEY, STEVEN, LEE	I	SECRETARY	NA
HARVEY, STEVEN, LEE	I	SECRETARY	NA
HARVEY, STEVEN, LEE	I	SECRETARY	NA
HARVEY, STEVEN, LEE	I	SECRETARY	NA
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	SECRETARY	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
HARVEY, STEVEN, LEE	I	TREASURER	NA	Control
KNEBEL, STEVEN, WAYNE	I	VICE PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	VICE PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	VICE PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	VICE PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	VICE PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	VICE PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
KNEBEL, STEVEN, WAYNE	I	PRESIDENT	NA	Control
LOCKE, TOMMY, RAY	I	VICE PRES/SECRETARY	NA	Control
LOCKE, TOMMY, RAY	I	VICE PRES/SECRETARY	NA	Control
LOCKE, TOMMY, RAY	I	VICE PRES/SECRETARY	NA	Control
LOCKE, TOMMY, RAY	I	VICE PRES/SECRETARY	NA	Control
LOCKE, TOMMY, RAY	I	VICE PRES/SECRETARY	NA	Control
MAXWELL, ROBERT, EARL	I	PRESIDENT	NA	Control
MAXWELL, ROBERT, EARL	I	PRESIDENT	NA	Control
MAXWELL, ROBERT, EARL	I	PRESIDENT	NA	Control
MAXWELL, ROBERT, EARL	I	PRESIDENT	NA	Control
MAXWELL, ROBERT, EARL	I	PRESIDENT	NA	Control
MAXWELL, ROBERT, EARL	I	PRESIDENT	NA	Control
RITTER, MARK, THOMAS	I	VICE PRES./TREASURER	NA	Control
RITTER, MARK, THOMAS	I	VICE PRES./TREASURER	NA	Control
RITTER, MARK, THOMAS	I	VICE PRES./TREASURER	NA	Control
RITTER, MARK, THOMAS	I	VICE PRES./TREASURER	NA	Control
RITTER, MARK, THOMAS	I	VICE PRES./TREASURER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER/ SECRETARY	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER/ SECRETARY	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	CHIEF COMPLIANCE OFFICER/ SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
SMITH, STUART, VICK	I	SECRETARY	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
Wasaff, Sarah, Christine	I	CHIEF COMPLIANCE OFFICER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
ZIMMERHANZEL, AUGUST, JUSTIN	I	TREASURER	NA	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	OWNER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control
MAXWELL LOCKE & RITTER LLP	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	F	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	F	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	F	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	F	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	F	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	F	Control
MAXWELL, ROBERT, EARL	I	MAXWELL LOCKE & RITTER LLP	D	Control
MAXWELL, ROBERT, EARL	I	MAXWELL LOCKE & RITTER LLP	D	Control
MAXWELL, ROBERT, EARL	I	MAXWELL LOCKE & RITTER LLP	D	Control
MAXWELL, ROBERT, EARL	I	MAXWELL LOCKE & RITTER LLP	D	Control
MAXWELL, ROBERT, EARL	I	MAXWELL LOCKE & RITTER LLP	D	Control
MAXWELL, ROBERT, EARL	I	MAXWELL LOCKE & RITTER LLP	D	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control
KNEBEL, STEVEN, WAYNE	I	MAXWELL LOCKE & RITTER LLP	C	Control

Registrations

Federal

Mar 6, 2024 REGISTERED

Notice Filings (7)

CA FL LA NC TX VA WA

Address

401 CONGRESS AVENUE
SUITE 1100
AUSTIN, TX 78701
United States

Phone: 512-275-2700