# Wealth Management Services of Austin

Wealth Management Services of Austin is an Asset Manager based in Austin, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** wealthaustin.com
- **LinkedIn:** https://www.linkedin.com/company/wealthaustin

## Regulatory record

- **CRD number:** 129588
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129588

## About

WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC is a state-registered investment adviser in Austin, TX. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Is Wealth Management Services of Austin a fiduciary?

Yes, as a registered investment advisor, the firm is legally bound by a fiduciary duty to act in its clients' best interests. This is a structural requirement of the Investment Advisers Act of 1940 and distinguishes RIAs from broker-dealers, who operate under a lower suitability standard.

### How is the firm compensated?

The standard compensation model for an RIA of this profile is a fee based on a percentage of assets under management, billed quarterly. Some RIAs also offer fixed-fee financial planning engagements. This fee-only structure aligns the firm's revenue with client portfolio growth.

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Last updated: 2026-07-11T13:53:41.000Z

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