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Kevin Edward Weaver

Austin Private Wealth, LLC

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About Kevin Edward Weaver

Kevin Edward Weaver is a financial advisor at Austin Private Wealth, LLC. Kevin has been in the financial services industry since 2003 and has worked at Ameriprise Financial Services, LLC and IDS Life Insurance Company. Kevin is a Certified Financial Planner. Kevin holds the following licenses: Series 4, 7, 24, 51, 66, and SIE. Kevin provides financial planning, pension consulting, and portfolio management services.

Firm Information

Kevin Weaver 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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Kevin Weaver’s Registration & Firm History

TX

05/20/2021 - Present

Austin Private Wealth, LLC (AUSTIN TX)

TX

06/25/2003 - 05/19/2021

AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)

MN

06/25/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/14/2022

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/14/2022

Series 4 - Registered Options Principal Examination

BC

Issued 08/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kevin Edward Weaver. Review regulatory record here.
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