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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2015
- Office Locations
- 1
Office Locations
About ATX Portfolio Advisors, LLC
ATX Portfolio Advisors is an independent, fee-only RIA in Austin delivering comprehensive financial planning and wealth management for business owners, executives, and affluent professionals. The firm uses an evidence-based, factor-tilted approach—broad markets with a size/value/profitability tilt—primarily via Dimensional funds, with ongoing rebalancing, tax-sensitive implementation, and optional high-quality bond ladders. Accounts are held at third-party custodians (e.g., Schwab). Unique: “Fee Only (When You’re Up)” pricing waives advisory fees when account value falls below the prior quarter-end.
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Owner & Executives
JEFFREY GLENN WEEKS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2216960
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,508,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,508,548 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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