Alyssa
Sternadel

Austin Private Wealth, LLC

CRD#7689726
Investment Advisor
in Austin, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alyssa Sternadel is a financial advisor based in Austin, Texas, working with Austin Private Wealth, LLC. Alyssa has previously held positions at Austin Private Wealth, LLC, Deloitte, University Of Texas, Student, Concho Resources, University House, Olive Garden, and Huvar's Delicatessen. Alyssa has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Alyssa is part of Austin Private Wealth, LLC, which operates out of Austin, Texas. The firm has 1 office and 23 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Austin Private Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3108 N Lamar Boulevard Suite B100
Austin, TX 78705

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Austin Private Wealth, LLC Brokerage Details

Total Assets Under Management

$1,055,505,411

TX Average: $3,042,739,679
Total Number of Employees

23

TX Average: 49
Total Number of Accounts

5,094

TX Average: 2,315
Average Account Size

$207,206

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Alyssa Sternadel Work History

2023 - Present (1 year)

Austin Private Wealth, LLC

2021 - 2022 (1 year)

Deloitte

2020 - 2020 (< 1 year)

University Of Texas

2019 - 2019 (< 1 year)

Student

2019 - 2019 (< 1 year)

Deloitte

2018 - 2018 (< 1 year)

Concho Resources

2017 - 2017 (< 1 year)

University House

2016 - 2016 (< 1 year)

Olive Garden

2015 - 2015 (< 1 year)

Huvar'S Delicatessen

2014 - 2014 (< 1 year)

Huvar'S Delicatessen

Disclosures

Please visit the SEC profile of Alyssa Sternadel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Austin Private Wealth, LLC

Phimporn Tobchan
Austin, TX
Alyssa Sternadel
Austin, TX
Taynia Vakapuna
Austin, TX
Sarah Mcnutt
Austin, TX
Kyle Cook
Austin, TX
Noe Lopez
Austin, TX
Kenneth Daly
Austin, TX
Joshua Dvorak
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started