Svrn Asset Management, LLC
Svrn Asset Management, LLC is an SEC-registered wealth manager in Austin, TX with $231.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Svrn Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 222518, SEC 801-121279, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $231.5M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 2
- Clients
- 24
- CRD
- 222518
- Ownership
- ACHESON, LEO, K; LEE, SAMUEL, Y
How much AUM does Svrn Asset Management, LLC have?
Svrn Asset Management, LLC reported $231.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Svrn Asset Management, LLC?
Disclosed owners and executives of Svrn Asset Management, LLC include ACHESON, LEO, K, LEE, SAMUEL, Y. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.