Overview
Assets Under Management: $1.3 billion
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 29
Average Client Assets: $40.4 million
Frequently Asked Questions
PRICE WEALTH MANAGEMENT, INC. 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 #131407), PRICE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PRICE WEALTH MANAGEMENT, INC. is headquartered in AUSTIN, TX.
PRICE WEALTH MANAGEMENT, INC. serves 29 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, PRICE WEALTH MANAGEMENT, INC. offers portfolio management for individuals and selection of other advisors. View all service details ↓
PRICE WEALTH MANAGEMENT, INC. manages $1.3 billion in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, PRICE WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.61%
Average Client Assets: $40.4 million
Total Client Accounts: 34
Discretionary Accounts: 33
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 131407
Filing ID: 1171693
Last Filing Date: 2018-03-07 07:45:00