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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.