Reagan
Stephenson
Austin Private Wealth, LLC
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About this Advisor
Reagan Stephenson is a financial advisor who works in Austin, Texas who has 1 year of industry experience. Stephenson is on the advisory team at Austin Private Wealth, LLC. During their career, Stephenson has held roles at Austin Private Wealth, LLC, Physicians Resource Services, University Housing And Dining, Twin Creeks Country Club and N/A. Stephenson holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Texas. Austin Private Wealth, LLC is a registered investment business headquartered in Austin, TX. The investment advisory business has a total of 21 people on staff. It has $823 million in assets under management across its 4,248 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 4,248 client accounts, 43% are held by high-net-worth individuals who have at least $1 million in assets. Austin Private Wealth, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules depend on the services provided. Fees billed by Austin Private Wealth, LLC may 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
Reagan Stephenson Work History
Reagan has been registered as a financial advisor for 1 years.*
Austin Private Wealth, LLC
Physicians Resource Services
University Housing And Dining
University Housing And Dining
University Housing And Dining
Twin Creeks Country Club
Twin Creeks Country Club
N/A
Twin Creeks Country Club
N/A
Twin Creeks Country Club
N/A
Twin Creeks Country Club
N/A
N/A
*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 Reagan Stephenson 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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