Sujatha
Theddu
Austin Private Wealth, LLC
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About this Advisor
Sujatha Theddu is a financial advisor based in Austin, Texas, working with Austin Private Wealth, LLC. Sujatha has previously held positions at Reliance Capital Asset Management Limited, Morgan Stanley, and Austin Private Wealth. Sujatha has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Sujatha 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
Services Offered
Fee Structure
Office Location
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Austin Private Wealth, LLC Brokerage Details
$1,055,505,411
23
5,094
$207,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sujatha Theddu Work History
Austin Private Wealth
Morgan Stanley
None
None - Sabbatical
Reliance Capital Asset Management Limited
Disclosures
Please visit the SEC profile of Sujatha Theddu 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 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.
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