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Limited Partner · LBJ Family Wealth Advisors, LTD.

Ian J. Turpin

CRD 4963360 · Named on Form ADV at one SEC-registered adviser

At a glance

LBJ Family Wealth Advisors, LTD., an SEC-registered wealth manager based in Austin, TX with $389 million in regulatory assets, lists Ian J. Turpin on its Form ADV as Limited Partner, a control person.

Firms and roles

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Ian’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

  • Luci B. JohnsonLimited Partner, LBJ Family Wealth Advisors, LTD.
  • Faith C. VincentLimited Partner, Chief Investment Officer/ Chief Compliance Officer / Managing Director, LBJ Family Wealth Advisors, LTD.
  • Willyn C. WahlLimited Partner, Managing Director, LBJ Family Wealth Advisors, LTD.

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