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Joshua Charles Dvorak

Austin Private Wealth, LLC

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About Joshua Charles Dvorak

Joshua Dvorak is a financial advisor at Austin Private Wealth, LLC. Joshua has over 6 years of experience in the financial services industry. Joshua is registered with the state of Texas and holds the Series 63, 66, and 7 licenses, as well as the SIE. Joshua is a Certified Financial Planner™. Joshua previously worked at Ameriprise Financial Services, Inc. and Fidelity Brokerage Services LLC. Joshua specializes in providing financial planning, portfolio management, and pension consulting services to individuals and families.

Firm Information

Joshua Dvorak 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Joshua Dvorak’s Registration & Firm History

TX

07/22/2019 - Present

Austin Private Wealth, LLC (AUSTIN TX)

TX

11/23/2016 - 07/23/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Corpus Christi TX)

TX

06/21/2016 - 07/08/2016

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

TX

08/08/2014 - 06/17/2016

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 12/05/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joshua Charles Dvorak. Review regulatory record here.
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