# Austin Private Wealth

Austin Private Wealth is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** austinprivatewealth.com
- **LinkedIn:** linkedin.com/company/austinprivatewealth

## Regulatory record

- **CRD number:** 304344
- **SEC file number:** 801-116987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304344

## About

Austin Private Wealth is an SEC-registered investment adviser in Austin, TX, registered since 2019. The firm employs 25 staff members and 20 investment advisers. It operates with a team of 25 staff and 20 registered investment advisers.

## Questions

### Is Austin Private Wealth a fiduciary?

Yes. As a registered investment advisor, the firm is regulated under the Investment Advisers Act of 1940 and owes a fiduciary duty to its clients. This means it must place client interests ahead of its own, disclose conflicts, and seek best execution on trades.

### Who regulates Austin Private Wealth?

The firm is regulated by the US Securities and Exchange Commission or the Texas State Securities Board, depending on its regulatory assets under management. RIA registration information, including any disciplinary history, is publicly searchable through the SEC's Investment Adviser Public Disclosure website.

### Does Austin Private Wealth act as a custodian for client assets?

No. As an independent RIA, Austin Private Wealth does not custody assets itself. Client funds and securities are held at a qualified third-party custodian—such as Charles Schwab or Fidelity—providing an additional layer of investor protection through segregation of advisory and custodial functions.

## Related profiles

- [Aurora Private Wealth](https://altss.com/profile/aurora-private-wealth)
- [Australia and New Zealand Banking Group (ANZ)](https://altss.com/profile/australia-and-new-zealand-banking-group-anz)

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Last updated: 2026-06-03T20:00:00.000Z

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