AUSTIN PRIVATE WEALTH, LLC
CRD #304344 SEC #801-116987 AUSTIN, TX (512) 886-4114
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
27
Clients
51
Accounts
5,781
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.3B | $9.5M | 27 | 93 |
| Mar 2025 | $1.3B | $1.3B | $9.5M | 27 | 93 |
| Sep 2024 | $1.1B | $1B | $10.1M | 23 | 350 |
| Jun 2024 | $1.1B | $1B | $10.1M | 23 | 350 |
| Mar 2024 | $1.1B | $1B | $10.1M | 23 | 350 |
| Apr 2023 | $823.1M | $811.8M | $11.3M | 21 | 78 |
| Mar 2023 | $823.1M | $811.8M | $11.3M | 21 | 78 |
| Jul 2022 | $853.7M | $839.1M | $14.6M | 19 | 49 |
| Jun 2022 | $853.7M | $839.1M | $14.6M | 19 | 49 |
| Mar 2022 | $853.7M | $839.1M | $14.6M | 19 | 49 |
| Mar 2021 | $579M | $576.4M | $2.6M | 15 | 25 |
| Feb 2021 | $434.1M | $422.4M | $11.7M | 14 | 2 |
| Jan 2021 | $434.1M | $422.4M | $11.7M | 14 | 2 |
| Jul 2020 | $434.1M | $422.4M | $11.7M | 14 | 2 |
| Jun 2020 | $434.1M | $422.4M | $11.7M | 14 | 2 |
| May 2020 | $434.1M | $422.4M | $11.7M | 14 | 2 |
| Mar 2020 | $434.1M | $422.4M | $11.7M | 14 | 2 |
| Dec 2019 | $392.8M | $379.6M | $13.2M | 7 | 0 |
| Nov 2019 | $392.8M | $379.6M | $13.2M | 7 | 0 |
| Aug 2019 | $0 | $0 | $0 | 7 | 0 |
| Jul 2019 | $0 | $0 | $0 | 7 | 0 |
| Jul 2019 | $0 | $0 | $0 | 7 | 0 |
| Jun 2019 | $0 | $0 | $0 | 7 | 0 |
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9.5M
Employees27
Clients93
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9.5M
Employees27
Clients93
DateSep 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$10.1M
Employees23
Clients350
DateJun 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$10.1M
Employees23
Clients350
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$10.1M
Employees23
Clients350
DateApr 2023
Total AUM$823.1M
Discretionary$811.8M
Non-Disc.$11.3M
Employees21
Clients78
DateMar 2023
Total AUM$823.1M
Discretionary$811.8M
Non-Disc.$11.3M
Employees21
Clients78
DateJul 2022
Total AUM$853.7M
Discretionary$839.1M
Non-Disc.$14.6M
Employees19
Clients49
DateJun 2022
Total AUM$853.7M
Discretionary$839.1M
Non-Disc.$14.6M
Employees19
Clients49
DateMar 2022
Total AUM$853.7M
Discretionary$839.1M
Non-Disc.$14.6M
Employees19
Clients49
DateMar 2021
Total AUM$579M
Discretionary$576.4M
Non-Disc.$2.6M
Employees15
Clients25
DateFeb 2021
Total AUM$434.1M
Discretionary$422.4M
Non-Disc.$11.7M
Employees14
Clients2
DateJan 2021
Total AUM$434.1M
Discretionary$422.4M
Non-Disc.$11.7M
Employees14
Clients2
DateJul 2020
Total AUM$434.1M
Discretionary$422.4M
Non-Disc.$11.7M
Employees14
Clients2
DateJun 2020
Total AUM$434.1M
Discretionary$422.4M
Non-Disc.$11.7M
Employees14
Clients2
DateMay 2020
Total AUM$434.1M
Discretionary$422.4M
Non-Disc.$11.7M
Employees14
Clients2
DateMar 2020
Total AUM$434.1M
Discretionary$422.4M
Non-Disc.$11.7M
Employees14
Clients2
DateDec 2019
Total AUM$392.8M
Discretionary$379.6M
Non-Disc.$13.2M
Employees7
Clients0
DateNov 2019
Total AUM$392.8M
Discretionary$379.6M
Non-Disc.$13.2M
Employees7
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0