AUSTIN WEALTH MANAGEMENT, LLC

CRD 172793File 801-117954

APPROVED

Retail clients

Custody

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.08B

Above cohort median (national)

Discretionary AUM

$988.8M

Non-discretionary $94.1M

Clients

627

3,034 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jan 13, 2020
Principal office: 5209 BURNET ROAD, STE. 210, AUSTIN, TX, 78756
Phone: 512-467-2000
Website: HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCM8NOD827NYLWM50C8Y6WDW

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.08B
Discretionary AUM: $988.8M
Non-discretionary AUM: $94.1M
Discretionary accounts: 2,739
Non-discretionary accounts: 295
Total accounts: 3,034
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	189	$502.6M
Pension and profit sharing plans	47	$31.9M
Individuals (other than high net worth individuals)	391	$123.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	629	627
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.