# Farney Private Wealth Management, LLC

> Farney Private Wealth Management, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 332291
- Filed as: FARNEY PRIVATE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332291
- AdvisorCensus page: https://advisorcensus.com/firm/farney-private-wealth-management-llc-austin-tx-332291

## Quick answers

**How is Farney Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Farney Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Farney Private Wealth Management, LLC located?**
Farney Private Wealth Management, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Farney Private Wealth Management, LLC registered with the SEC or a state?**
Farney Private Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332291.

**How much does Farney Private Wealth Management, LLC manage?**
Farney Private Wealth Management, LLC reports $5,681,624 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Farney Private Wealth Management, LLC 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/332291

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,681,624
- Discretionary: $5,681,624
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $846,236 |
| High net worth individuals | Fewer than 5 | $4,835,388 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- farneypwm.com
- LinkedIn @farney-private-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Farney Private Wealth Management, LLC (CRD 332291): Form ADV filing data as of October 2026.