Atx Financial Planning, LLC
Atx Financial Planning, LLC is an SEC-registered mass-market adviser in Austin, TX with $174.3M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Atx Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311589, SEC 801-130875, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $174.3M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 4
- Clients
- 211
- CRD
- 311589
- Ownership
- MASSEY, RAYMOND, MICHAEL; THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020
How much AUM does Atx Financial Planning, LLC have?
Atx Financial Planning, LLC reported $174.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Atx Financial Planning, LLC?
Disclosed owners and executives of Atx Financial Planning, LLC include MASSEY, RAYMOND, MICHAEL, THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.