Austin Private Wealth, LLC

Austin Private Wealth, LLC is a financial advisory firm based in Austin, Texas, specializing in providing a wide array of investment advisory services to individuals and various types of clients. Established in 2010, the firm has been operating as an investment adviser since July 2019. The firm is owned by Dan Kraus, Raoul Celerier, Alex J. Wagner, Kieu Le, Kevin Weaver, and Joshua Dvorak. Austin Private Wealth acts as a fiduciary, committed to always acting in the best interest of its clients. The firm offers asset management services, creating tailored portfolios consisting of various securities to meet individual investment goals. Additionally, financial planning and consulting services are available, covering areas such as investment planning, retirement planning, estate planning, and more. Retirement plan consulting services are also provided to employer plan sponsors, assisting in establishing, monitoring, and reviewing participant-directed retirement plans. Austin Private Wealth may utilize third-party money managers for sub-advisory services, ensuring proper licensing and registration. The firm charges fees based on a percentage of assets under management, with maximum annual fees outlined. Clients are encouraged to review the Brochure and Brochure Supplements for detailed information on the firm's qualifications and business practices. The firm does not accept proxy authority to vote client securities and does not provide financial information in the Brochure. For more