CRD: 129588
Wealth Management Services OF Austin, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2005
- Office Locations
- 1
Office Locations
About Wealth Management Services OF Austin, LLC
Wealth Management Services of Austin, LLC is an independent RIA in Austin, TX providing holistic life/wealth planning and investment strategy design grounded in modern financial research. The firm focuses on goal-based portfolio construction and risk-managed asset allocation, using vehicles such as ETFs and mutual funds, and supports planning needs including tax, estate, retirement, and insurance. Custody is supported through platforms such as Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN MICHAEL GILLESPIE
President, Wealth Advisor
- CRD
- #3160855
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,544,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,544,408 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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