Carlos Alberto Cardenas
Investment adviser representative at Austin Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Austin Wealth Management, LLCAug 2024 to now
- N/aNov 2023 to Jul 2024
- White Tiger Capital, LLCOct 2018 to Oct 2023
- Alamo Fine ArtJan 2014 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Austin Wealth Management, LLC
$1.1BAssets managed
629Clients
10Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7980986
- Firm CRD
- 172793