Founder Family Financial, LLC
Founder Family Financial, LLC is an SEC-registered wealth manager in Austin, TX with $321.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Founder Family Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171978, SEC 801-129971, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $321.0M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 3
- Clients
- 123
- CRD
- 171978
- Ownership
- BERGER, ROBERT, LEE
How much AUM does Founder Family Financial, LLC have?
Founder Family Financial, LLC reported $321.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Founder Family Financial, LLC?
Disclosed owners and executives of Founder Family Financial, LLC include BERGER, ROBERT, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.