# Austin Wealth Solutions

> 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.

- CRD: 319597
- Filed as: AUSTIN WEALTH SOLUTIONS
- Legal name: Austin Wealth Solutions LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Shreve, OH
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319597
- AdvisorCensus page: https://advisorcensus.com/firm/austin-wealth-solutions-shreve-oh-319597

## Quick answers

**How is Austin Wealth Solutions compensated?**
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.

**Where is Austin Wealth Solutions located?**
Austin Wealth Solutions' principal office is in Shreve, OH, according to its Form ADV.

**Is Austin Wealth Solutions registered with the SEC or a state?**
Austin Wealth Solutions is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319597.

**How much does Austin Wealth Solutions manage?**
Austin Wealth Solutions reports $5,399,337 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Austin Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71).

**Does Austin Wealth Solutions report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,399,337
- Discretionary: $5,399,337
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $4,226,884 |
| High net worth individuals | Fewer than 5 | $1,172,453 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- austinwealthsolutions.com
- Facebook @AustinWealthSolutions
- Instagram @austinwealthsolutions
- LinkedIn @austinwealthsolutions-finance

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Austin Wealth Solutions (CRD 319597): Form ADV filing data as of October 2026.