Key facts
- ATX FINANCIAL PLANNING, LLC is a other based in AUSTIN, TX.
- ATX FINANCIAL PLANNING, LLC reports $533K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 311589- Regulatory AUM
- $533K
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- AUSTIN, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ATX FINANCIAL PLANNING, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ATX FINANCIAL PLANNING, LLC's AUM?
- ATX FINANCIAL PLANNING, LLC manages approximately $533K in assets.