PRICE WEALTH, LLC
CRD #131407 SEC #801-63120 AUSTIN, TX 512-320-8556
SEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
Employees
4
Clients
0
Accounts
51
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NICHOLS, GUYANNE, CONLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER | NA | Control |
| WITTLIFF, SUSAN, LEONARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PRICE, ERIC, M | I | PRESIDENT | E | Control |
| PRICE, ERIC, M | I | PRESIDENT | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CCO | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT | E | Control |
| PRICE, ERIC, MONTGOMERY | I | PRESIDENT | E | Control |
| WITTLIFF, SUSAN, LEONARD | I | WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER | A | Control |
| WITTLIFF, SUSAN, LEONARD | I | SENIOR WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER | A | Control |
| WITTLIFF, SUSAN, LEONARD | I | SENIOR WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER | A | Control |
| WITTLIFF, SUSAN, LEONARD | I | SENIOR WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Apr 17, 2020 REGISTERED
Notice Filings (1)
TX
Address
300 WEST 6TH STREETSUITE 1840
AUSTIN, TX 78701
United States
Phone: 512-320-8556