# Maverick Private Wealth LLC

> Maverick Private Wealth LLC is a state-registered investment advisory firm in Frisco, TX, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 175105
- Filed as: MAVERICK PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175105
- AdvisorCensus page: https://advisorcensus.com/firm/maverick-private-wealth-llc-frisco-tx-175105

## Quick answers

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

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

**Is Maverick Private Wealth LLC registered with the SEC or a state?**
Maverick Private Wealth LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175105.

**How much does Maverick Private Wealth LLC manage?**
Maverick Private Wealth LLC reports $7,656,995 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Maverick Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8).

**Does Maverick Private Wealth 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/175105

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,656,995
- Discretionary: $7,656,995
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $507,576 |
| High net worth individuals | 8 | $6,566,566 |
| Charitable organizations | Fewer than 5 | $582,853 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maverickpw.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maverick Private Wealth LLC (CRD 175105): Form ADV filing data as of October 2026.