Austin Private Wealth Email Format

Financial ServicesTexas, United States2-10 Employees

Austin Private Wealth operates as an independent, fee-only investment advisory firm. It aims to support clients in pursuing personal and financial growth by taking time to understand their priorities and goals, and by building deep, trusting relationships. The firm offers professional insights and a global perspective on matters that matter most to clients, while fulfilling its fiduciary duty as an SEC-registered adviser. Its small, diverse team delivers personalized guidance rather than generic advice. 

Headquartered in Austin, Texas, the firm sits within the financial services industry as a fiduciary, with compensation derived solely from clients and no commissions. The practice emphasizes holistic, customized advice tailored to each client, addressing issues they may not have anticipated. In January 2026, Austin Private Wealth merged with Cerity Partners, a move that expands its collaborative capacity while continuing to uphold its fiduciary-focused approach.

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