{ "crd_number": 107722, "slug": "maslow-wealth-advisors-austin-tx-107722", "primary_business_name": "MASLOW WEALTH ADVISORS", "legal_name": "DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Austin", "state": "TX", "country": "United States", "cbsa_code": "12420", "metro": { "cbsa_code": "12420", "common_name": "Austin", "msa_name": "Austin-Round Rock-San Marcos, TX", "path": "/advisors/tx/austin" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2001-01-25", "years_registered": 25, "period": "2026-10-01", "filing_date": "2026-09-08", "carried_forward": false, "raum_total": 2843260000.0, "raum_discretionary": 2290000000.0, "raum_non_discretionary": 553260000.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 27, "advisory_employees": 16, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 24395000.0, "count": 5 }, "individuals": { "raum": 21692000.0, "count": 70 }, "high_net_worth_individuals": { "raum": 2601325000.0, "count": 311 }, "pooled_investment_vehicles": { "raum": 131978000.0, "count": 3 }, "corporations_other_businesses": { "raum": 63870000.0, "count": 6 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "other", "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": [ "CA", "LA", "NJ", "NY", "OR", "TX" ], "websites": [ "https://facebook.com/people/Maslow-Wealth-Advisors/61556349686072", "https://linkedin.com/company/maslow-wealth-advisors/posts", "https://maslow-wealth.com", "https://youtube.com/@MaslowWealthAdvisors" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107722", "city_as_filed": "AUSTIN", "url": "https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722", "display_name": "Maslow Wealth Advisors", "summary": "Maslow Wealth Advisors is an SEC-registered investment advisory firm in Austin, TX, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.", "citation": "AdvisorCensus. Maslow Wealth Advisors (CRD 107722): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "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)", "Other" ], "quick_answers": [ { "q": "How is Maslow Wealth Advisors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Maslow Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is Maslow Wealth Advisors located?", "a": "Maslow Wealth Advisors' principal office is in Austin, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Maslow Wealth Advisors registered with the SEC or a state?", "a": "Maslow Wealth Advisors is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 107722." }, { "q": "How much does Maslow Wealth Advisors manage?", "a": "Maslow Wealth Advisors reports $2,843,260,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (81% discretionary)." }, { "q": "How have Maslow Wealth Advisors' assets and staff changed since 2021?", "a": "In the Form ADV data for Maslow Wealth Advisors: Regulatory assets under management: $1,285,827,081 in the October 2021 data and $2,843,260,000 in the October 2026 data, up 121%. Total employees: 18 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Maslow Wealth Advisors serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (311); individuals (other than high net worth individuals) (70); corporations or other businesses not listed above (6)." }, { "q": "Which custodians does Maslow Wealth Advisors use?", "a": "Maslow Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Maslow Wealth Advisors report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107722" }, { "q": "What changed in Maslow Wealth Advisors' recent Form ADV filings?", "a": "In the March 2026 filing data: Employees performing advisory functions went from 15 to 16. Regulatory assets under management went from $2,065,363,526 to $2,843,260,000 (+38%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1285827081.0, "total_employees": 18, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1605141196.0, "total_employees": 23, "filing_date": "2022-07-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1429423495.0, "total_employees": 20, "filing_date": "2023-09-08" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1758079061.0, "total_employees": 22, "filing_date": "2024-07-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2065363526.0, "total_employees": 24, "filing_date": "2025-07-08" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2843260000.0, "total_employees": 27, "filing_date": "2026-09-08" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 15 to 16.", "Regulatory assets under management went from $2,065,363,526 to $2,843,260,000 (+38%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 70, "fewer_than_5": false, "raum": 21692000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 311, "fewer_than_5": false, "raum": 2601325000.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 131978000.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 5, "fewer_than_5": false, "raum": 24395000.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 6, "fewer_than_5": false, "raum": 63870000.0 } ], "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/107722", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }