RIA Intel›Advisers›Ohio›AUSTIN WEALTH SOLUTIONS LLC

AUSTIN WEALTH SOLUTIONS LLC

Advisory

SHREVE, OH

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$61K

across 88 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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GJW INVESTMENT ADVISER LLC

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$5M

VERTICE CAPITAL PARTNERS, LLC

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POULOS, ERNEST, D.

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