Price Wealth is an investment advisor in Houston with $760.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Price Wealth Management, Inc.
SEC CIK
IRS number
201119556
SEC advisor number
801-69523
FINRA CRD number
148194
AUM ?
$760.92 mm
(as of 6 Jun 23)
Accounts
509
(as of 6 Jun 23)
Employees
4
(3 investment advisory or research)
Address
Price Wealth
300 WEST 6TH STREET, SUITE 1840
AUSTIN
TX 78701
300 WEST 6TH STREET, SUITE 1840
AUSTIN
TX 78701
Office hours
Monday - Friday, 8:30 - 5:30
Phone
512-320-8550
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Madsenwaters, LLC | Member | 07/2008 | 50-75% |
Hartzell, LLC | Member | 07/2008 | 50-75% |
Doll, David, Matthew | Founder and Chief Executive Officer | 07/2008 | < 5% |
Doll, David, Matthew | Founder | 07/2008 | > 75% |
Hartzell, Timothy, Shawn | Founder/chief Investment Officer and Chief Compliance Officer | 07/2008 | < 5% |
Hartzell, Timothy, Shawn | Founder | 07/2008 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Oct 20
13F-HR
Quarterly holdings report by institutional manager
21 Jul 20
13F-HR
Quarterly holdings report by institutional manager
16 Apr 20
13F-HR
Quarterly holdings report by institutional manager
16 Jan 20
13F-HR
Quarterly holdings report by institutional manager
25 Oct 19
13F-HR
Quarterly holdings report by institutional manager
8 Aug 19
13F-HR
Quarterly holdings report by institutional manager
24 Apr 19
13F-HR
Quarterly holdings report by institutional manager
30 Jan 19
13F-HR
Quarterly holdings report by institutional manager
2 Nov 18
13F-HR
Quarterly holdings report by institutional manager
8 Aug 18