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LKOKERNAK

Advisory

AUSTIN, TX

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in TX

#1,384

of 2,813 advisers by AUM

Average account

$2M

across 49 accounts

AUM per adviser

$108M

1 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$108M

Discretionary AUM$108M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

48 clients

30 high-net-worth

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

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Advisers of similar size in TX

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

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323 WEALTH MANAGEMENT, LLC

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KIPOS WEALTH LLC

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