Noe
Lopez
Austin Private Wealth, LLC
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About this Advisor
Noe Lopez is a certified financial planner operating in Austin, Texas with 2 years of industry experience. Lopez currently works for Austin Private Wealth, LLC. Their career trajectory has included roles at Morgan Stanley, Texas Tech University, Inter National Bank, Edinburg Consolidated School District, University Of Texas Pan American, Morgan Stanley Private Bank, N.A, Fort Advisors and Austin Private Wealth, LLC. Lopez has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Austin Private Wealth, LLC is a registered investment company that has its headquarters in Austin, TX. The firm has a total of 21 employees. It controls $823 million in assets among its 4,248 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 4,248 accounts, 43% are held by high-net-worth investors who have at least $1 million in investable assets. The company has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types billed by Austin Private Wealth, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Austin Private Wealth, LLC Brokerage Details
$823,107,366
21
4,248
$193,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Noe Lopez Work History
Noe has been registered as a financial advisor for 2 years.*
Austin Private Wealth, LLC
Fort Advisors
Morgan Stanley
Morgan Stanley Private Bank, N.A
Texas Tech University
Inter National Bank
Edinburg Consolidated School District
University Of Texas Pan American
*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 Noe Lopez 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
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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.
