linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alex James Wagner

Austin Private Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alex? Claim Your Profile

About Alex James Wagner

Alex James Wagner is a financial advisor registered with Austin Private Wealth, LLC. Alex has been in the industry for over 12 years and holds the Series 66, Series 7 and SIE licenses. Alex also holds the Certified Financial Planner designation. Previously, Alex was employed by Ameriprise Financial Services, Inc. in Corpus Christi, TX. Currently, Alex is registered with Austin Private Wealth, LLC, located in Austin, TX. Alex specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. Alex also provides investment advice to pension and profit-sharing plans. In addition to financial services, Alex also owns and operates several real estate businesses in the Austin area.

Firm Information

Alex Wagner is currently registered with Austin Private Wealth, LLC. Austin Private Wealth, LLC is an independent registered investment advisor (RIA) based in Austin, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. As of December 31, 2022, Austin Private Wealth, LLC manages approximately $1.06 billion in assets.
Austin Private Wealth, LLC

3108 N LAMAR BOULEVARD

AUSTIN, TX 78705

$1.06B

Assets Under Management

350

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alex Wagner’s Registration & Firm History

TX

07/18/2019 - Present

Austin Private Wealth, LLC (AUSTIN TX)

TX

04/05/2007 - 07/24/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Corpus Christi TX)

Not sure if Alex James Wagner is right for you?

Licenses & Designations

BOTH

Issued 04/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex James Wagner.
Not sure if Alex James Wagner is right for you?