Investment adviser representative · Austin Wealth Management, LLC
Carlos A. Cardenas
CRD 7980986 · Austin, TX
At a glance
Carlos A. Cardenas is an investment adviser representative with Austin Wealth Management, LLC in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carlos’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Austin Wealth Management, LLCSince July 2025Austin, TX · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carlos’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.