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Chief Investment Officer · Meristead Wealth, LLC

Austin G. Root

CRD 2935526 · Named on Form ADV at one SEC-registered adviser

At a glance

Meristead Wealth, LLC, an SEC-registered wealth manager based in Westlake, TX with $1.3 billion in regulatory assets, lists Austin G. Root on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Meristead Wealth, LLCChief Investment OfficerWealth manager · Westlake, TX · $1.3B in regulatory assets

AtlasMembers

Austin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.