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FMP WEALTH ADVISERS
Legal name: FINANCIAL MANAGEMENT PROFESSIONALS INC
CRD 110270File 801-30367
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$1.31B
Non-discretionary $26.7M
Clients
748
2,806 accounts
Employees
14
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 17, 1987
- Principal office
- 6034 WEST COURTYARD DRIVE, SUITE 380, AUSTIN, TX, 78730
- Phone
- 512-329-5174
- Website
- HTTPS://WWW.FMPWA.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $1.31B
- Non-discretionary AUM
- $26.7M
- Discretionary accounts
- 2,805
- Non-discretionary accounts
- 1
- Total accounts
- 2,806
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $7.5M |
| High net worth individuals | 328 | $985.8M |
| Pooled investment vehicles | 2 | $41.4M |
| Pension and profit sharing plans | 15 | $82.4M |
| Individuals (other than high net worth individuals) | 393 | $223.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2026 | Clients | 734 | 748 | increased by14 |
| Apr 1, 2026 | AUM | $1,133,187,757 | $1,340,144,068 | increased by$206,956,311 |
| Apr 1, 2026 | Accounts | 2,749 | 2,806 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 694 | 734 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $941,773,000 | $1,133,187,757 | increased by$191,414,757 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,104 | 2,749 | increased by645 |
| Apr 1, 2022 | Employees | 10 | 13 | increased by3 |
| Apr 1, 2022 | Clients | 670 | 694 | increased by24 |
| Apr 1, 2022 | AUM | $809,139,203 | $941,773,000 | increased by$132,633,797 |
| Apr 1, 2022 | Accounts | 2,146 | 2,104 | decreased by42 |
| 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 “FMP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FMP 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.