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Maslow Wealth Advisors

Maslow Wealth Advisors. CRD 107722

Maslow Wealth Advisors logo

CRD: 107722

Maslow Wealth Advisors

Austin, TX, 78746
5126106930
www.maslow-wealth.com
$2.8B Total AUM
$2.3B Disc. AUM
17.7% 3Y CAGR
27 Employees
396 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Beacon foundationVertex
Established Date
01-25-2001
Office Locations
2

Office Locations

12117 BEE Caves RD Bldg. 3 Suite 140 Austin TX
1601 South MO PAC Expressway Suite 125d Austin TX

About Maslow Wealth Advisors

Maslow Wealth Advisors (formerly Durbin Bennett) is an Austin, TX fiduciary wealth manager serving business owners, families, and individuals for 30+ years. The team provides integrated financial planning and portfolio construction, including tax/estate and business-succession planning and insurance, guided by its “Hierarchy of Wealth” six-tier framework. Portfolios use public funds and ETFs alongside private funds; custody includes Schwab and Fidelity.

Team overview

43 AVG AGE
$177.7M AVG AUM / ADVISOR
$7.2M AVG AUM / CLIENT
6.9 yrs AVG TENURE
27 Employees
16 Advisory Reps
20 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Value North insight Unison Glacier Bridge Capital matrix Atlas wave Frontier Unison Ridge

Client Personas

Pathway Ember beacon

CRM

Capital

Custodian

Vector Frontier alpha Fusion horizon Zenith Fusion Catalyst frontier Zenith foundation Capital signal

Fund Managers

Radial Summit horizon

Investment Themes

Vector Capital foundation

Investment Vehicles

Eagle insight

Platform

Timber

Services

Prime momentum Beacon Frontier Wave element Oak oak Focus Radial Atlas North Element Ember pioneer

Technology

Catalyst unison Vector

Owner & Executives

M

MATTHEW PAUL JACHIMIAK

Chief Investment Officer, Managing Member, PARTNER

CRD
#4821079
Ownership
10% but less than 25%
(584) 667-6313
prime.signal@catalystcapital.com
in linkedin.com/in/pioneer-signal
ASHLEY KILGUST

ASHLEY KILGUST

Managing Member, PARTNER, Wealth Advisor

CRD
#6824839
Ownership
10% but less than 25%
(960) 374-6187
legacy.horizon@frontiercapital.com
in linkedin.com/in/vertex-vital
P

Peak alpha

Timber ridge meridian

CRD
#44848
Ownership
49.7%
(543) 468-5209
radial.peak@catalystcapital.com
in linkedin.com/in/ridge-atlas

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Contacts

B

Bianca Aryal

Advisor

CRD
#6454151
(510) 348-9972
optima.beacon@zenithcapital.com
in linkedin.com/in/bridge-insight
L

Loren Iliana Arzayus

--

CRD
#8141546
(970) 599-5258
ember.bridge@valuecapital.com
in linkedin.com/in/crest-timber
M

Meridian legacy

Momentum signal value

CRD
#53334
(351) 829-2307
pathway.summit@foundationcapital.com
in linkedin.com/in/timber-foundation

Showing 2 of 22 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-21-2022
12-14-2023
11-01-2024
07-08-2025
02-19-2026
Category Assets AVG. Account size
Discretionary $2,290,000,000 $1,020,045
Non-Discretionary $553,260,000 $838,273
Total $2,843,260,000 $978,747

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Separately Managed Accounts

Total SMA Asset: $2,711,282,000

$2.7B Total SMA
Public Funds:
8.5%
Private Funds:
26.4%
Cash:
8.3%
Equity - Exchange:
16.3%
U.S. Government/Agency:
20.2%
Municipal Bonds:
20.3%
Asset class Assets Assets %
Public Funds $571,236,893 8.5%
Private Funds $1,774,194,586 26.4%
Cash $557,796,025 8.3%
Equity - Exchange $1,095,430,748 16.3%
U.S. Government/Agency $1,357,527,676 20.2%
Municipal Bonds $1,364,248,110 20.3%
Total $6,720,434,038 100.0%

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