DBA: MASLOW WEALTH ADVISORS
| Total AUM | $2.84B |
| Discretionary | $2.29B81% of AUM |
| Non-Discretionary | $553.3M |
| Client Accounts | 2,905 |
| Avg Account Size | $979K |
| Employees | 27 |
| Peak AUM | $2.84BFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.8B | +37.7% | +26.6% | +17.5% | |
| Discretionary AUM | |||||
| Total AUM | $2.84B |
| Discretionary | $2.29B |
| Employees | 27 |
| Client Accounts | 2905 |
| Client Range | 251-500 |
Address
1601 SOUTH MO PAC EXPRESSWAY
AUSTIN TX 78746
Phone
512-610-6930
Filing History
61 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
80.5% of AUM
Non-Discretionary
$553M
19.5% of AUM
Disc. mix ▼ 5.2pp vs 1 year ago
No related registrations reported
Total AUM
$2.8B
| $2.3B |
| +29.4% |
| +18.9% |
| +13.7% |
| Non-Disc. AUM | $553M | +87.5% | +134.7% | +54.6% |
| Total Accounts | 3k | +545.6% | +26.1% | +20.0% |
| Avg Account Size | $978,746.988 | 78.7% | +0.4% | 2.0% |
| Employees | 27 | +12.5% | +10.8% | +8.6% |
| AUM / Employee | $105M | +22.4% | +14.2% | +8.2% |
Client AUM Segments | |||||
| Wealth AUM | $2.6B | +31.7% | +33.2% | +21.6% | |
| Institutional AUM | $88M | +20.9% | 14.1% | 10.4% | |
| Fund / Pooled AUM | $132M | — | 5.4% | +0.2% | |
Client Count Segments | |||||
| HNW Clients | 70 | +11.1% | +6.7% | 2.2% | |
| Institutional | 11 | +37.5% | +11.5% | 20.0% | |
| Pooled / Fund | 3 | — | 9.4% | 0.0% | |
| Individuals | 311 | +12.3% | +13.9% | +12.0% | |