ATX FINANCIAL PLANNING, LLC
CRD #311589 SEC #801-130875 AUSTIN, TX 512-693-4040
SEC Registered
Total AUM
$139.9M
Discretionary
$139.9M
Employees
4
Clients
0
Accounts
399
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $139.9M | $139.9M | $0 | 4 | 2 |
| Oct 2025 | $139.9M | $139.9M | $0 | 4 | 2 |
| Mar 2025 | $126.5M | $126.5M | $0 | 3 | 2 |
| Sep 2024 | $107.7M | $107.7M | $0 | 3 | 2 |
| Aug 2024 | $107.7M | $107.7M | $0 | 3 | 2 |
| Jul 2024 | $107.7M | $107.7M | $0 | 3 | 2 |
DateNov 2025
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees4
Clients2
DateOct 2025
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2025
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees3
Clients2
DateSep 2024
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients2
DateAug 2024
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients2
DateJul 2024
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients2