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President · 49 Financial

Lucas W. Winskowski

CRD 4640493 · Named on Form ADV at 3 SEC-registered advisers

At a glance

49 Financial, an SEC-registered wealth manager based in Austin, TX with $1.4 billion in regulatory assets, lists Lucas W. Winskowski on its Form ADV as President, a control person. The SEC filings also name Lucas at 2 other registered advisers.

Firms and roles

  • 49 FinancialPresidentWealth manager · Austin, TX · $1.4B in regulatory assets
  • Alongside, LLCPresidentWealth manager · Austin, TX · $879M in regulatory assets
  • 818 Family Office, LLCPresidentAsset manager · Austin, TX · $0M in regulatory assets

AtlasMembers

Lucas’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 each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (6)

1 more person named with Lucas on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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