ML & R Wealth Management LLC
Legal Name: ML & R WEALTH MANAGEMENT LLC
Full Contact Details
ML & R Wealth Management LLC
401 CONGRESS AVENUE, SUITE 1100, AUSTIN, TX
512-275-2700
512-370-3250
Other Info
ML & R Wealth Management LLC is a TX Limited Liability Company that provides advisory services with 6 advisors and 13 employees. While the number of clients the firm serves is unknown, its SEC status is approved with a registration date of Jan 14, 2000.
Wealth Management Austin | ML&RWM
Wealth Management Austin team of investment advisors provides financial services to individuals, businesses, & non-profits. Learn more.
A CPA Austin Firm | Maxwell Locke & Ritter
A locally-owned CPA Austin firm, with a unique approach to serving you. Your financial goals are our top priority. Contact us to learn more.
Stuart Vick Smith - An Advisor of ML&R Wealth Management
As a financial advisor, I help create a comfortable, safe environment for my clients to focus on their wealth and the freedom they desire.
Direct Owners
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MAXWELL LOCKE & RITTER LLP
MANAGING MEMBER owns 75% or more
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SARAH CHRISTINE WASAFF
CHIEF COMPLIANCE OFFICER owns less than 5%
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STEVEN LEE HARVEY
TREASURER owns less than 5%
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STEVEN WAYNE KNEBEL
PRESIDENT owns less than 5%
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STUART VICK SMITH
SECRETARY owns less than 5%
Indirect Owners
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STEVEN WAYNE KNEBEL
PARTNER/PRESIDENT owns more than 25% but less than 50%