Austin Private Wealth
Austin Private Wealth is a fiduciary-driven Registered Investment Adviser that offered comprehensive wealth management, financial planning, estate, and tax services to high-net-worth individuals, families, and business owners in Texas, managing approximately $1.4 billion in AUM before merging with Cerity Partners in December 2025.
- Company typePrivate
- Founded2006
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Austin Private Wealth does
Austin Private Wealth is a fiduciary-driven Registered Investment Adviser that delivered comprehensive wealth management and financial planning services to high-net-worth individuals, families, business owners, and family offices. Founded in 2006 and headquartered in Austin, Texas, with a secondary office in Corpus Christi, the firm operated from two locations in Texas and managed approximately $1.4 billion in client assets prior to its acquisition. Its service offerings spanned investment advisory, estate and gift planning, tax planning and preparation, financial planning, insurance planning and risk management, trust services, cross-border planning, and business owner advisory. The firm also offered workplace solutions for corporate clients, including executive financial counseling and retirement plan consulting (defined benefit and defined contribution), as well as institutional consulting for non-profits.
The business model was built on recurring advisory fees calculated as a percentage of assets under management, with specific fee schedules not publicly disclosed. Distribution relied on relationship-based advisory engagements, supported by content marketing, webinars (including market outlook content from Chief Market Strategist Jim Lebenthal), and PR placements in industry publications such as advisorHub, WealthManagement, and Wealth Solutions Report. The client technology stack was assembled from third-party platforms — Addepar, Orion, Black Diamond, eMoney, and MoneyGuide Pro — rather than proprietary systems.
On December 31, 2025, Austin Private Wealth merged with New York-based Cerity Partners, with Republic Capital Group serving as the exclusive investment banking advisor. The transaction integrated Austin Private Wealth's $1.4 billion AUM into a national RIA platform managing over $140 billion in combined client assets across 20+ states. The combined firm now operates under the Cerity Partners name, marking Cerity's first announced merger of 2026 following multiple 2025 acquisitions including Prio Wealth, West Coast Financial, and Oak Hill Wealth Advisors.
Austin Private Wealth firmographics
Firmographics- Name
- Austin Private Wealth
- Legal name
- Austin Private Wealth LLC
- Website
- https://austinprivatewealth.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Austin Private Wealth is a fiduciary-driven Registered Investment Adviser that offered comprehensive wealth management, financial planning, estate, and tax services to high-net-worth individuals, families, and business owners in Texas, managing approximately $1.4 billion in AUM before merging with Cerity Partners in December 2025.
- Ownership category
- akta.pro rank
Austin Private Wealth industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Financial Planning–Led RIAs (FSAAACAB), Personal & Family Trust Services (FSAAANAA)
Keywords
Where Austin Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Austin Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Austin Private Wealth generated revenue through investment advisory fees based on assets under management (AUM). As a fiduciary-driven Registered Investment Adviser, the firm charged fees calculated on the total client assets managed, providing a recurring revenue stream tied directly to AUM size.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fees based on assets under management |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Austin Private Wealth product offering
Product offeringCore offering
Austin Private Wealth is a fiduciary-driven Registered Investment Adviser that delivers comprehensive wealth management services to high net worth individuals, families, and business owners. Core offerings include investment solutions, financial planning, estate and gift planning, tax planning and preparation, insurance planning and risk management, trust services, business owner advisory, and family office services. The firm also provides corporate workplace solutions including retirement plan consulting, executive financial counseling, and institutional consulting for non-profits.
Product overview
Austin Private Wealth is a fiduciary-driven Registered Investment Adviser (RIA) that operated as a comprehensive wealth management firm serving high-net-worth individuals, families, and business owners. The firm offered a broad suite of financial services organized around core capabilities including wealth management, investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, trust services, and specialized advisory for business owners and families. The firm also provided workplace solutions for corporate clients, including executive financial counseling, retirement plan consulting (defined benefit and defined contribution), and institutional consulting. As of December 2025, Austin Private Wealth merged with Cerity Partners and now operates under the Cerity Partners name, bringing combined assets under management to over $140 billion.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Companies that use Austin Private Wealth
Customer profileSegments3 records
Ideal customer profiles3 records
Austin Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Austin Private Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cerity PartnerscoreAustin Private Wealth merged with Cerity Partners, a New York-based Registered Investment Advisor. The transaction closed on December 31, 2025, with Austin Private Wealth's approximately $1.4 billion in assets under management being integrated into Cerity Partners' portfolio. The combined firm now manages over $140 billion in client assets and operates under the Cerity Partners name, expanding its presence in the Austin, Texas market.
Scale indicators3 records
Recent moves4 records
Expansion highlights4 records
Austin Private Wealth competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large national RIA serving HNW individuals, families, and business owners with comprehensive wealth management, investment advisory, tax, and estate services. Highly comparable business model and target client base to Austin Private Wealth.
- Mercer Advisors: National RIA focused on HNW households and business owners, offering integrated wealth management, investment management, tax, estate, and retirement plan consulting. Operates a similar fiduciary-driven model and serves comparable client segments.
- Creative Planning: Large national RIA offering comprehensive wealth management, investment advisory, tax planning, and estate services to HNW individuals and business owners. Directly comparable in service breadth and target clientele.
- Carson Wealth: Wealth management firm serving HNW households and business owners with investment advisory, financial planning, and business advisory services. Comparable fiduciary-style RIA model with strong Texas and Midwest presence.
- Truepoint Wealth Counsel: Fee-only RIA providing comprehensive wealth management, investment advisory, and financial planning to HNW individuals and families. Closely comparable business model and client segment focus.
- Buckingham Strategic Wealth: National fee-only RIA offering evidence-based investment management, financial planning, and tax services to HNW clients and business owners. Comparable in fiduciary positioning and integrated service offering.
- Ronald Blue & Co. Christian-affiliated RIA providing comprehensive wealth management, investment, tax, and estate planning to HNW families and individuals. Comparable full-service fiduciary RIA offering with focus on long-term planning.
- Plante Moran Financial Advisors: Fiduciary RIA affiliated with Plante Moran, providing comprehensive wealth management, investment advisory, and business owner services to HNW clients. Comparable integrated RIA model serving similar client segments.
Broad incumbents
- Cerity Partners: Austin Private Wealth's acquirer and now parent entity. Cerity Partners is a national fiduciary RIA managing over $140B in client assets, offering a directly comparable suite of wealth management, investment, tax, and estate services. They are now the operating platform for Austin Private Wealth.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving a broad HNW and mass-affluent client base with investment advisory, financial planning, and workplace services. Larger scale but directly comparable service offering.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Austin Private Wealth social profiles
Digital presenceAustin Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Austin Private Wealth leadership team
Management profileNumber of profiles
Profiles3 records
Austin Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Austin Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Austin Private Wealth
What does Austin Private Wealth do?
Austin Private Wealth is a fiduciary-driven Registered Investment Adviser that delivers comprehensive wealth management services to high net worth individuals, families, and business owners. Core offerings include investment solutions, financial planning, estate and gift planning, tax planning and preparation, insurance planning and risk management, trust services, business owner advisory, and family office services. The firm also provides corporate workplace solutions including retirement plan consulting, executive financial counseling, and institutional consulting for non-profits.
Is Austin Private Wealth a public or private company?
Austin Private Wealth is a private company. It is classified as corporate owned and is currently acquired.
When was Austin Private Wealth founded?
Austin Private Wealth was founded in 2006. It employs 11 to 50 people.
Where is Austin Private Wealth based?
Austin Private Wealth is headquartered in Austin, United States, in the North America region.
How does Austin Private Wealth make money?
One revenue line is on record: investment Advisory Fees.
Who are Austin Private Wealth's main competitors?
Direct peers on record are Mariner Wealth Advisors, Mercer Advisors, Creative Planning, Carson Wealth, Truepoint Wealth Counsel, Buckingham Strategic Wealth, Ronald Blue & Co. and Plante Moran Financial Advisors. Broad incumbents are Cerity Partners and Edelman Financial Engines.
Does Austin Private Wealth have an API?
No public API is recorded for Austin Private Wealth.
What industry is Austin Private Wealth in?
Austin Private Wealth's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSABADAK, Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO). Its NAICS code is 523940 and its SIC code is 6282.