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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
About Mullett Financial LLC
Mullett Financial is an Austin, TX fiduciary wealth manager founded in 2024 by veteran advisor Mike Mullett. The firm provides customized, holistic planning and portfolio management for individuals, families, entrepreneurs, and organizations, including financial, estate and tax planning plus insurance and charitable strategies. Portfolios primarily use public funds and ETFs; custodian: Altruist.
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Owner & Executives
MICHAEL EDWARD MULLETT III
Chief Compliance Officer, Managing Member, MANAGING PRINCIPAL, Vice President
- CRD
- #1326452
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,284,624 | -- |
| Non-Discretionary | $7,727,193 | -- |
| Total | $27,011,817 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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