Kieu
Turk

Austin Private Wealth, LLC

CRD#4477895
Investment Advisor
in Austin, TX

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About this Advisor

Kieu Turk is a certified financial planner operating out of Austin, Texas with 4 years of industry experience. Turk is on the advisory team at Austin Private Wealth, LLC. The advisor has gained experience at Ameriprise Financial Services, Inc and Austin Private Wealth, LLC. Turk holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Austin Private Wealth, LLC is a registered investment business based out of Austin, TX. It has a total of 21 employees. It manages $823 million in assets between its 4,248 client accounts, placing it among the bigger firms in the country by assets under management. Of its 4,248 customer accounts, 43% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Austin Private Wealth, LLC may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

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Austin Private Wealth, LLC Brokerage Details

Total Assets Under Management

$823,107,366

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

21

TX Average: 49
Total Number of Accounts

4,248

TX Average: 2,315
Average Account Size

$193,764

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

Kieu Turk Work History

Kieu has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Austin Private Wealth, LLC

2005 - 2019 (14 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kieu Turk 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

Taynia Vakapuna
Austin, TX
Joshua Dvorak
Austin, TX
Reagan Stephenson
Austin, TX
Kyle Cook
Austin, TX
Kenneth Daly
Austin, TX
Noe Lopez
Austin, TX
Hayley Swaim
Austin, TX
Sujatha Theddu
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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