49 WEALTH MANAGEMENT, LLC
Legal name: 49 FINANCIAL
CRD #319484 SEC #801-123687 AUSTIN, TX 214-563-1190
SEC Registered
Total AUM
$871.4M
Discretionary
$871.4M
Employees
167
Clients
51
Accounts
2,989
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| Jul 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| Jul 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| May 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| May 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| May 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| Mar 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| Mar 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| Mar 2025 | $871.4M | $871.4M | $0 | 167 | 0 |
| Jan 2025 | $566.2M | $566.2M | $0 | 103 | 0 |
| Dec 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Nov 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Sep 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Sep 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Sep 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Jul 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Jun 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Jun 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Jun 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| May 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| May 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Apr 2024 | $566.2M | $566.2M | $0 | 103 | 0 |
| Mar 2024 | $566.2M | $566.2M | $0 | 104 | 0 |
| Feb 2024 | $230.6M | $230.6M | $0 | 48 | 0 |
| Dec 2023 | $230.6M | $230.6M | $0 | 51 | 0 |
| Nov 2023 | $230.6M | $230.6M | $0 | 52 | 0 |
| Nov 2023 | $230.6M | $230.6M | $0 | 53 | 0 |
| Sep 2023 | $230.6M | $230.6M | $0 | 54 | 0 |
| Mar 2023 | $230.6M | $230.6M | $0 | 55 | 0 |
| Jan 2023 | $135M | $135M | $0 | 5 | 0 |
| Jan 2023 | $0 | $0 | $0 | 5 | 0 |
| Dec 2022 | $0 | $0 | $0 | 5 | 0 |
| Nov 2022 | $0 | $0 | $0 | 5 | 0 |
| Oct 2022 | $0 | $0 | $0 | 5 | 0 |
| Oct 2022 | $0 | $0 | $0 | 5 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Mar 2022 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateJul 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateJul 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateMay 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateMay 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateMay 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateMar 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateMar 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateMar 2025
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees167
Clients0
DateJan 2025
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateDec 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateNov 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateSep 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateSep 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateSep 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateJul 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateJun 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateJun 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateJun 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateMay 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateMay 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateApr 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees103
Clients0
DateMar 2024
Total AUM$566.2M
Discretionary$566.2M
Non-Disc.$0
Employees104
Clients0
DateFeb 2024
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees48
Clients0
DateDec 2023
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees51
Clients0
DateNov 2023
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees52
Clients0
DateNov 2023
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees53
Clients0
DateSep 2023
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees54
Clients0
DateMar 2023
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees55
Clients0
DateJan 2023
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0