{
  "crd_number": 319597,
  "slug": "austin-wealth-solutions-shreve-oh-319597",
  "primary_business_name": "AUSTIN WEALTH SOLUTIONS",
  "legal_name": "AUSTIN WEALTH SOLUTIONS LLC",
  "dbas": [],
  "city": "Shreve",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "49300",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-06-16",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 5399337.0,
  "raum_discretionary": 5399337.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 4226884.0,
      "count": 71
    },
    "high_net_worth_individuals": {
      "raum": 1172453.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://austinwealthsolutions.com",
    "https://facebook.com/AustinWealthSolutions",
    "https://instagram.com/austinwealthsolutions?img_index=1",
    "https://linkedin.com/company/austinwealthsolutions-finance?viewAsMember=true"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319597",
  "city_as_filed": "SHREVE",
  "url": "https://advisorcensus.com/firm/austin-wealth-solutions-shreve-oh-319597",
  "display_name": "Austin Wealth Solutions",
  "summary": "Austin Wealth Solutions is a state-registered investment advisory firm in Shreve, OH, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Austin Wealth Solutions (CRD 319597): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Austin Wealth Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Austin Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Austin Wealth Solutions located?",
      "a": "Austin Wealth Solutions' principal office is in Shreve, OH, according to its Form ADV."
    },
    {
      "q": "Is Austin Wealth Solutions registered with the SEC or a state?",
      "a": "Austin Wealth Solutions is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319597."
    },
    {
      "q": "How much does Austin Wealth Solutions manage?",
      "a": "Austin Wealth Solutions reports $5,399,337 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Austin Wealth Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71)."
    },
    {
      "q": "Does Austin Wealth Solutions report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319597"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/austin-wealth-solutions-shreve-oh-319597.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 71,
      "fewer_than_5": false,
      "raum": 4226884.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 1172453.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319597",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}