Taynia
Vakapuna
Austin Private Wealth, LLC
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About this Advisor
Taynia Vakapuna is a certified financial planner operating in Austin, Texas. Vakapuna currently works for Austin Private Wealth, LLC. Over the course of their career, Vakapuna has held roles at Austin Private Wealth LLC, N/A, Aegis Wealth Group LLC, University Of Utah and Ultradent. Vakapuna is approved to work in Texas and Utah. Austin Private Wealth, LLC is an advisory firm headquartered in Austin, TX. The company has a total of 21 advisors. It oversees $823 million in total assets among its 4,248 accounts, placing it among the bigger firms in the United States by assets under management. Of its 4,248 customer accounts, 43% are held by high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on the type of financial services. However, fee types charged by Austin Private Wealth, LLC most likely are comprised of 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
Taynia Vakapuna Work History
Taynia has been registered as a financial advisor for 0 years.*
Austin Private Wealth LLC
N/A
Aegis Wealth Group LLC
University Of Utah
N/A
Ultradent
*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 Taynia Vakapuna 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.
