Assets Under Management
$871.4M
Number of Clients
2,989
Number of Advisors
105
Average Client AUM
$292K
AUM per Advisor
$8.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
49 Wealth Management provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, structured notes, annuities, alternative investments, and third-party managers. Services are tailored to client needs with investment restrictions allowed. They also offer fractional family office services.
3711 S Mopac Expy, Suite 150, Austin, TX, 78746