What departments does Austin Private Wealth have?

Austin Private Wealth has employees across 4 departments including Accounting, Analytics, Administrative, Banking.

What is the largest department at Austin Private Wealth?

The largest department at Austin Private Wealth is Administrative with 2 employees.

Where are Austin Private Wealth employees located globally?

Austin Private Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Austin Private Wealth's team size changed over time?

Austin Private Wealth's team has decreased from approximately 21 to 8 employees based on available data.

Austin Private Wealth Employee Directory

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.

Austin Private Wealth Global Highlights

North America
24

United States Of America
24

Austin Private Wealth's Leadership

A. W.
Partner
Mobile Phone
Email
A. D. K.
Co-Managing Partner
Mobile Phone
Email
J. D.
Promoted To Partner
Mobile Phone
Email
K. L.
Partner
Mobile Phone
Email
A. B.
Accounts Payable Clerk
Mobile Phone
Email
G. O.
Analyst
Mobile Phone
Email
K. W.
Office Administrator
Mobile Phone
Email
K. D.
Trading Specialist
Mobile Phone
Email

Austin Private Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Human Resources
Information Technology
Other
Accounting

Contact profiles from Austin Private Wealth

Name

Title

Contact

Location

Last Update

A. W.
Partner
Mobile Phone
Email
Jul 17, 2026
A. D. K.
Co-Managing Partner
Mobile Phone
Email
Jun 18, 2024
J. D.
Promoted To Partner
Mobile Phone
Email
Apr 28, 2026
K. L.
Partner
Mobile Phone
Email
Oct 23, 2024
A. B.
Accounts Payable Clerk
Mobile Phone
Email
Oct 17, 2024
G. O.
Analyst
Mobile Phone
Email
Oct 23, 2024
K. W.
Office Administrator
Mobile Phone
Email
May 08, 2025
K. D.
Trading Specialist
Mobile Phone
Email
Oct 16, 2024
N. L.
Financial Advisor
Mobile Phone
Email
Aug 08, 2026
S. C.
Office Administrator
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Austin Private Wealth known for?

Austin Private Wealth was founded in 2019 operates in the Financial Services industry. Explore Austin Private Wealth's company overview page for more information.

What is Austin Private Wealth's most common email format?

Austin Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Austin Private Wealth email formats with LeadIQ.

How many employees does Austin Private Wealth have currently?

Austin Private Wealth has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Austin Private Wealth's key employees and leadership?

As of July 2026, Austin Private Wealth's key employees include:

Partner: A. W.
Co-Managing Partner: A. D. K.
Promoted To Partner: J. D.
Partner: K. L.
Accounts Payable Clerk: A. B.

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Austin Private Wealth Employee Directory

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