# FMP Wealth Advisers

FMP Wealth Advisers 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:** 1987
- **Assets under management:** Undisclosed
- **Website:** fmpwa.com
- **LinkedIn:** https://www.linkedin.com/company/fmp-wealth-advisers1

## Regulatory record

- **CRD number:** 110270
- **SEC file number:** 801-30367
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110270

## About

Founded in 1987, FMP Wealth Advisers has operated for nearly four decades as an independent, Austin-based registered investment advisor. The firm's regulatory filings describe a client base that includes high-net-worth individuals, investment companies, pension plans, trusts, and corporations. This mix positions FMP as a generalist wealth manager rather than a specialist in any single client vertical. FMP's investment approach is anchored in traditional portfolio construction. The firm provides financial planning and investment management services, deploying capital across public equities, fixed income, and third-party managed vehicles. It does not appear to run proprietary fund structures or report direct private-market activity, which aligns the firm with a conventional wealth-management posture prevalent among independent RIAs serving Texas families and local institutions. Its geographic footprint remains concentrated in the United States, with no publicized international offices. FMP's operational profile is lean and privately held, with no disclosed AUM or headcount. The firm does not maintain a public LinkedIn page or a descriptive website, which limits public visibility into its scale. As a registered investment advisor, FMP files Form ADV with the SEC—a document that provides a structural view of its fee schedules, client types, and regulatory history, even when it omits headline AUM figures. In May 2024, the SEC proposed amendments to RIA custody rules that would affect firms of FMP's classification; FMP's posture toward these changes remains unstated. FMP's structural differentiator is its quiet continuity. In an era of aggregator platforms and private-equity-backed RIA roll-ups, FMP has remained a standalone, founder-era firm. Its governance and succession planning, however, remain opaque to external observers.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Is FMP Wealth Advisers affiliated with a broker-dealer or bank?

Based on its SEC registration as an independent RIA, FMP Wealth Advisers operates as a standalone fiduciary. It does not appear to share a parent entity with a broker-dealer or commercial bank, which means its advisors operate under the Investment Advisers Act of 1940 rather than the less stringent suitability standard applied to broker-dealers.

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Last updated: 2026-08-11T02:43:31.692Z

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