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49 Wealth Management, LLC
49 Wealth Management, LLC is a registered investment adviser headquartered in Austin, TX. The firm primarily serves individual clients, including those of high net worth, and manages assets through discretionary portfolios. Operating since at least 2011, it has grown to employ 167 people (as of 2025), predominantly investment professionals and brokers. The firm's core client base is individuals, with some charitable organizations and corporations. 49 Wealth Management provides wealth planning, investment management, and advisory services, focusing on personal and family financial needs.
Investment Strategy
49 Wealth Management focuses on personalized wealth planning and investment advisory services, primarily for individuals and families. The firm manages fully discretionary portfolios tailored to client objectives, with diversified holdings spanning equities, ETFs, and mutual funds. Core investment philosophy emphasizes long-term wealth accumulation, risk management, and adaptive portfolio construction based on client profiles and market dynamics. The firm does not serve institutional clients like pension funds or pooled vehicles, instead specializing in direct advisory relationships and comprehensive financial planning for individuals and select organizations.
Latest 13F Filing Activity
49 Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 166 equity positions with a total 13F market value of $939M. The fund increased holdings in SPDR Portfolio S&P 500 Etf, Ishares Core Msci Eafe Etf, Global X 1-3 Month T-bill Etf among other positions. 49 Wealth Management, LLC reduced exposure to SPDR S&P 500 Etf, SPDR BLMRG SHR TR HG YLD BD Etf, SPDR Portfolio S&P 600 Small Cap Etf among others.
Top Holdings
Equity Positions (166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR PORTFOLIO S&P 500 ETF | 12.33% | $115.8M | 1,593,630 | $68.11 | $72.69 | +$31.2M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 11.20% | $105.2M | 1,260,146 | $77.82 | $83.48 | +$28.2M |
C CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | 6.78% | $63.7M | 634,034 | $100.43 | $100.42 | +$23.3M |
V VTV | VANGUARD VALUE ETF | 5.29% | $49.7M | 281,312 | $165.33 | $176.74 | +$8.4M |
I IEMG | ISHARES CORE MSCI EMERGING ETF | 4.08% | $38.4M | 638,902 | $55.88 | $60.03 | +$9.3M |
Industry Allocation
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