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MASLOW WEALTH ADVISORS
Legal name: DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
CRD 107722File 801-60001
APPROVED
Retail clients
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.84B
Top 25% of cohort (national)
Discretionary AUM
$2.29B
Non-discretionary $553.3M
Clients
395
2,905 accounts
Employees
27
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 25, 2001
- Principal office
- 1601 SOUTH MO PAC EXPRESSWAY, SUITE 125D, AUSTIN, TX, 78746
- Phone
- 512-610-6930
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.84B
- Discretionary AUM
- $2.29B
- Non-discretionary AUM
- $553.3M
- Discretionary accounts
- 2,245
- Non-discretionary accounts
- 660
- Total accounts
- 2,905
- AUM per client
- $7.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $63.9M |
| Charitable organizations | 5 | $24.4M |
| High net worth individuals | 311 | $2.60B |
| Pooled investment vehicles | 3 | $132.0M |
| Individuals (other than high net worth individuals) | 70 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS UNDER OTHER MANAGEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 24 | 27 | increased by3 |
| Mar 1, 2026 | Clients | 348 | 395 | increased by47 |
| Mar 1, 2026 | AUM | $2,065,363,526 | $2,843,260,000 | increased by$777,896,474 |
| Mar 1, 2026 | Accounts | 450 | 2,905 | increased by2,455 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 24 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 276 | 348 | increased by72 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,605,141,196 | $2,065,363,526 | increased by$460,222,330 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,438 | 450 | decreased by988 |
| Jun 1, 2022 | Clients | 1,438 | 276 | decreased by1,162 |
| Apr 1, 2022 | Employees | 18 | 23 | increased by5 |
| Apr 1, 2022 | Clients | 292 | 1,438 | increased by1,146 |
| Apr 1, 2022 | AUM | $1,285,827,081 | $1,605,141,196 | increased by$319,314,115 |
| Apr 1, 2022 | Accounts | 1,188 | 1,438 | increased by250 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MASLOW WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MASLOW WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.