Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Austin, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
450
Avg Client Age
55
Overview

Located in NW Austin, our 30-year, holistic wealth management firm operates as a hybrid model with primarily fee-based AUM on BD's corporate RIA platform. It is structured as a LLC with founder (90% owner) & 1 minority owner (10%). We are interested in making smaller business acquisitions ($10-50M in AUM) or a potential merger with a similar-sized firm as our own who has a strength in business development & who shares our core values.

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