Overview
Assets Under Management: $1.8 billion
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 390
Average Client Assets: $4.0 million
Frequently Asked Questions
ML&R WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109359), ML&R WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ML&R WEALTH MANAGEMENT LLC is headquartered in AUSTIN, TX.
ML&R WEALTH MANAGEMENT LLC serves 390 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, ML&R WEALTH MANAGEMENT LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
ML&R WEALTH MANAGEMENT LLC manages $1.8 billion in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, ML&R WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 390
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.04%
Average Client Assets: $4.0 million
Total Client Accounts: 2,375
Discretionary Accounts: 2,358
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 109359
Filing ID: 1835873
Last Filing Date: 2024-03-05 22:37:00