Skip to the page

Data / Investment advisers / Texas / FMP Wealth Advisers

FMP Wealth Advisers, Austin, TX: $1.3 billion AUM, SEC registered investment adviser

FMP Wealth Advisers is an SEC registered investment adviser with its main office in Austin, Texas and reports $1.3 billion in regulatory assets under management in its Form ADV filed July 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees. It advises 2 private funds.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
110270
SEC file number
801-30367
SEC status
Approved, effective August 17, 1987
Legal name
Financial Management Professionals Inc
Main office
6034 West Courtyard Drive Suite 380, Austin, TX 78730
Phone
(512) 329-5174
Website
fmprofessionals.com
Regulatory AUM
$1,340,144,068 in the Form ADV filed July 16, 2026
Discretionary AUM
$1,313,431,899
Non discretionary AUM
$26,712,169
Accounts
2,806
Employees
14, of which 12 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, fixed fees
Private funds
2: 1 hedge fund, 1 real estate fund
Gross assets of private funds
$45,333,561
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
July 16, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals328$985.8 million
Individuals (other than high net worth individuals)393$223 million
Pension and profit sharing plans15$82.4 million
Pooled investment vehicles2$41.4 million
Corporations or other businesses10$7.5 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$1.34 billionMarch 27, 2026
December 1, 2025$1.13 billionOctober 24, 2025

Other advisers in Austin

AdviserCityAUMPrivate fundsSource
Ycg, LLCAustin$1.54 billionNot listedadviserinfo.sec.gov
Capital Creek PartnersAustin$1.52 billion13adviserinfo.sec.gov
Ancient Art, L.P.Austin$1.50 billion1adviserinfo.sec.gov
49 FinancialAustin$1.40 billionNot listedadviserinfo.sec.gov
Weathergage Capital, LLCAustin$1.36 billion8adviserinfo.sec.gov
Victory FinancialAustin$1.34 billionNot listedadviserinfo.sec.gov
Blue Sage CapitalAustin$1.26 billion5adviserinfo.sec.gov
Virtus Real Estate LLCAustin$1.14 billion4adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.