Austin Private Wealth
Financial Services • 
Austin, Texas, United States • 21-50 Employees
Company overview
| Headquarters | 3108 N Lamar Blvd, Suite B100, Austin, Texas 78705, US |
| Phone number | +15128864114 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Financial Services, Registered Investment Advisor, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Financial Planning, Investment Advisory, Investment Management, Certified Financial Planner |
| Founded | 2019 |
| Employees | 21-50 |
| Socials |
Key Contact at Austin Private Wealth
Ryan Mcconeghy
Director Of Client Services
Austin Private Wealth Email Formats
Austin Private Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@austinprivatewealth.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@austinprivatewealth.com | 62.5% |
{first initial}.{last name} | j.doe@austinprivatewealth.com | 37.5% |
About Austin Private Wealth
Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth. It’s our nature to build deep, trusting relationships. We take the time to truly understand your priorities and goals, providing professional insights and a global perspective on the things that matter most to you. As an SEC Registered Investment Advisor, we are legally bound to act as your fiduciary, but it is important to note that our personal character and professional ethics drive us more than our legal mandates do. Being fee-only means that our compensation comes solely from our clients – no commissions or third-party compensation, ever. The diversity of our team and our practice allows us to clearly assess and address issues you may not have even thought of or been able to see. We offer truly personalized advice drawing on the experience of our different team members. We are global citizens and life-long learners and embrace the journey together with our clients - through everything life brings. This belief is truly part of the Austin spirit and it is why we are proud to be Austin Private Wealth. Learn more at www.AustinPrivateWealth.com!
Austin Private Wealth revenue & valuation
| Annual revenue | $2,138,875 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Austin Private Wealth has 8 employees across 5 departments.
Departments
Number of employees
Funding Data
Austin Private Wealth has never raised funding before.
Austin Private Wealth Tech Stack
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Frequently asked questions
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