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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MASLOW WEALTH ADVISORS

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC, CRD 107722

AUSTIN, TX

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Search this name across graphsid dfx:ria:6ab65ff5-833b-8257-d9bc-e0638a9e904b

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 15
On other graphs: 0
Observed: Mar 30, 2012 to Sep 8, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.05 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.3B
Private client RAUM: $2.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 21
RAUM per advisor: $135Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 27
Advisory employees: 16
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,905
Individual clients: 70
High net worth clients: 311
SEC number: 801-60001
CRD: 107722
Filings on the tape: 45
First filed: Mar 30, 2012
Latest filed: Sep 8, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD BALDWIN BENNETT	Personal Financial Specialist	AUSTIN, TX	24	12	n/a	no
MATTHEW PAUL JACHIMIAK	Chartered Financial Analyst	AUSTIN, TX	22	22	n/a	no
PAUL DARTER LUEB	Certified Financial Planner	Austin, TX \| AUSTIN, TX	18	26	n/a	no
TYLOR BORDELON SEAMAN	Certified Financial Planner\|Chartered Financial Analyst	AUSTIN, TX	11	12	1	no
ELIZABETH JANE RICHARDS	Certified Financial Planner	AUSTIN, TX	10	11	2	no
ANGELA MEAGAN SMITH	Certified Financial Planner	AUSTIN, TX	9	16	3	no
ASHLEY KILGUST	Certified Financial Planner	AUSTIN, TX	9	10	n/a	no
Kathryn Turnham Brown	n/a	AUSTIN, TX	7	14	n/a	no
Taylor Frances Bennett	n/a	AUSTIN, TX	6	11	n/a	no
DIANNE F WADE	n/a	AUSTIN, TX	6	12	n/a	no
Alexandra Bigelow Russell	n/a	AUSTIN, TX	5	10	n/a	no
Daniel Eric Kaufman	Certified Financial Planner\|Chartered Financial Analyst	AUSTIN, TX \| Portland, OR	4	10	n/a	no
KEVIN R TIERNAN	n/a	AUSTIN, TX	3	18	2	no
Bianca Aryal	Certified Financial Planner	AUSTIN, TX	3	11	n/a	no
Jordan R Quinonez	Certified Financial Planner	AUSTIN, TX	3	13	3	no
ALFRED FRANCIS FREY	Certified Financial Planner\|Personal Financial Specialist	AUSTIN, TX	2	29	1	no
JAY MILIND GOKHALE	Certified Financial Planner	AUSTIN, TX \| Austin, TX	2	13	4	no
Isaac Thompson	Chartered Financial Analyst	AUSTIN, TX	2	10	n/a	no
Loren Iliana Arzayus	n/a	AUSTIN, TX	0	11	n/a	no
Joseph Guss Zaghrini	n/a	AUSTIN, TX	0	11	n/a	no
SERGIO RENE TEAGUE	Certified Financial Planner	AUSTIN, TX	0	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Brown, Kathryn, Turnham	MEMBER/PARTNER	A	yes	06/2023	Sep 8, 2026	Sep 8, 2026
FREY, ALFRED, FRANCIS	MEMBER/PARTNER	A	yes	01/2025	Sep 8, 2026	Sep 8, 2026
JACHIMIAK, MATTHEW, PAUL	MANAGING MEMBER/PARTNER/CIO	B	yes	07/2013	Sep 8, 2026	Sep 8, 2026
KILGUST, ASHLEY	MANAGING MEMBER/PARTNER COMPLIANCE OFFICER	B	yes	01/2022	Sep 8, 2026	Sep 8, 2026
LUEB, PAUL, DARTER	MANAGING MEMBER/PARTNER	B	yes	07/2013	Sep 8, 2026	Sep 8, 2026
SEAMAN, TYLOR, BORDELON	MANGING MEMBER/PARTNER/CEO	B	yes	01/2017	Sep 8, 2026	Sep 8, 2026
TIERNAN, KEVIN, R	MEMBER/PARTNER	A	yes	06/2023	Sep 8, 2026	Sep 8, 2026
SMITH, ANGELA, MEAGAN	MEMBER/PARTNER	A	yes	06/2023	Aug 16, 2023	Nov 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$2.8B	$2.3B	27	16	2	n/a	n/a
2024	Mar 19, 2025	$2.1B	$1.8B	24	15	1	n/a	n/a
2023	Mar 5, 2024	$1.8B	$1.5B	22	10	0	n/a	n/a
2022	Mar 28, 2023	$1.4B	$1.4B	20	10	0	2	$107M
2021	Mar 28, 2022	$1.6B	$1.6B	23	20	0	2	$90.8M
2020	Mar 30, 2021	$1.3B	$1.2B	18	17	0	2	$84.7M
2019	Mar 31, 2020	$1.2B	$1.2B	17	14	0	2	$74.2M
2018	Mar 29, 2019	$1.0B	$1.0B	17	13	0	2	$61.1M
2017	Mar 28, 2018	$1.0B	$996M	13	11	0	2	$43.0M
2016	Mar 20, 2017	$866M	$846M	13	11	n/a	n/a	n/a
2015	Mar 24, 2016	$872M	$854M	12	9	n/a	n/a	n/a
2014	Mar 23, 2015	$918M	$898M	12	9	n/a	n/a	n/a
2013	Mar 27, 2014	$867M	$844M	12	7	n/a	n/a	n/a
2012	Apr 1, 2013	$857M	$835M	12	7	n/a	n/a	n/a
2011	Mar 30, 2012	$654M	$646M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.8B	$2.1B	37.7%	$1.4B	25.8%	27	24	2	1

Relationships

Registered with (32)

← SERGIO RENE TEAGUEAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← Joseph Guss ZaghriniAdvisorregistration: current employment
Feb 18, 2026 to presentfactForm ADV
← Loren Iliana ArzayusAdvisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← Isaac ThompsonAdvisorregistration: current employment
May 29, 2024 to presentfactForm ADV
← JAY MILIND GOKHALEAdvisorregistration: previous registration
Apr 14, 2020 to Aug 23, 2022factForm ADV
← ALFRED FRANCIS FREYAdvisorregistration: current employment
Mar 22, 2024 to presentfactForm ADV
← Jordan R QuinonezAdvisorregistration: current employment
Jun 27, 2023 to presentfactForm ADV
← Bianca AryalAdvisorregistration: current employment
Apr 14, 2023 to presentfactForm ADV
← KEVIN R TIERNANAdvisorregistration: current employment
Sep 27, 2022 to presentfactForm ADV
← Daniel Eric KaufmanAdvisorregistration: current employment
Jun 13, 2022 to presentfactForm ADV
← Alexandra Bigelow RussellAdvisorregistration: current employment
Apr 2, 2021 to presentfactForm ADV
← DIANNE F WADEAdvisorregistration: current employment
Jul 10, 2020 to presentfactForm ADV
← Taylor Frances BennettAdvisorregistration: current employment
Oct 8, 2019 to presentfactForm ADV
← Kathryn Turnham BrownAdvisorregistration: current employment
Mar 1, 2019 to presentfactForm ADV
← ASHLEY KILGUSTAdvisorregistration: current employment
Jun 30, 2017 to presentfactForm ADV
← ANGELA MEAGAN SMITHAdvisorregistration: current employment
Jun 1, 2017 to presentfactForm ADV
← ELIZABETH JANE RICHARDSAdvisorregistration: current employment
Sep 19, 2016 to presentfactForm ADV
← TYLOR BORDELON SEAMANAdvisorregistration: current employment
May 6, 2015 to presentfactForm ADV
← PAUL DARTER LUEBAdvisorregistration: current employment
Jan 28, 2008 to presentfactForm ADV
← MATTHEW PAUL JACHIMIAKAdvisorregistration: current employment
Aug 13, 2004 to presentfactForm ADV
← RICHARD BALDWIN BENNETTAdvisorregistration: current employment
Oct 17, 2001 to presentfactForm ADV
← Mark Robert JohnsonAdvisorregistration: previous registration
Dec 10, 2021 to Nov 8, 2024factForm ADV
← CHERRY THI PHANAdvisorregistration: previous registration
Aug 30, 2016 to Oct 3, 2023factForm ADV
← BRANKO MARTINEZ PEJNOVICHAdvisorregistration: previous registration
Aug 10, 2018 to Aug 15, 2023factForm ADV
← JOHN SHELBY CLEMENTSAdvisorregistration: previous registration
Mar 28, 2019 to Feb 1, 2023factForm ADV
← Teresa Rose JoelsonAdvisorregistration: previous registration
Dec 2, 2016 to Apr 2, 2018factForm ADV
← Jarrod WinkcompleckAdvisorregistration: previous registration
Mar 3, 2015 to Feb 1, 2017factForm ADV
← MICHELLE G YATESAdvisorregistration: previous registration
Oct 9, 2014 to Aug 26, 2016factForm ADV
← ANDREW DAVID GRAYAdvisorregistration: previous registration
Nov 13, 2014 to Feb 25, 2015factForm ADV
← KEVIN Andrew KAYLAKIEAdvisorregistration: previous registration
Sep 12, 2011 to Sep 9, 2014factForm ADV
and 2 more

Controls (7)

← LUEB, PAUL, DARTEROwnerMEMBER/PARTNER, ownership code B, individual
Aug 15, 2013 to Nov 1, 2024factForm ADV
← TIERNAN, KEVIN, ROwnerMEMBER/PARTNER, ownership code A, individual
Aug 16, 2023 to Nov 1, 2024factForm ADV
← JACHIMIAK, MATTHEW, PAULOwnerMANAGING MEMBER/PARTNER/CIO, ownership code B, individual
Aug 15, 2013 to Nov 1, 2024factForm ADV
← SMITH, ANGELA, MEAGANOwnerMEMBER/PARTNER, ownership code A, individual
Aug 16, 2023 to Nov 1, 2024factForm ADV
← Brown, Kathryn, TurnhamOwnerMEMBER/PARTNER, ownership code A, individual
Aug 16, 2023 to Nov 1, 2024factForm ADV
← SEAMAN, TYLOR, BORDELONOwnerMEMBER/PARTNER/CEO/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 20, 2017 to Nov 1, 2024factForm ADV
← KILGUST, ASHLEYOwnerMANAGING MEMBER/PARTNER, ownership code B, individual
Mar 28, 2022 to Nov 1, 2024factForm ADV

Dated events

Occurred
Feb 19, 2026
Regulatory AUM changed
Maslow Wealth Advisors reported RAUM $2.8B, up 38% from $2.1B (2025-07-08 to 2026-02-19)
Form ADVobserved 6 days ago
$778M
Occurred
Nov 8, 2024
Advisor changed firm
Mark Robert Johnson left Maslow Wealth Advisors for Hightower Advisors, Llc (registered 2024-08-20)
Form ADVobserved 6 days ago
Occurred
Jul 12, 2024
Control person left
Baldwin Richard Bennett (Member/Partner) no longer on Schedule A of Maslow Wealth Advisors (listed 2024-05-21, absent 2024-07-12)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2023
Control person left
Thi Cherry Phan (Member/Partner) no longer on Schedule A of Maslow Wealth Advisors (listed 2023-09-08, absent 2023-12-14)
Form ADVobserved 6 days ago
Occurred
Oct 3, 2023
Advisor changed firm
Cherry Thi Phan left Maslow Wealth Advisors for Xypn Sapphire (registered 2024-11-26)
Form ADVobserved 6 days ago
Occurred
Aug 16, 2023
Control person joined
Meagan Angela Smith (Member/Partner) appeared on Schedule A of Maslow Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Aug 16, 2023
Control person joined
R Kevin Tiernan (Member/Partner) appeared on Schedule A of Maslow Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Aug 16, 2023
Control person joined
Turnham Kathryn Brown (Member/Partner) appeared on Schedule A of Maslow Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Aug 15, 2023
Advisor changed firm
Branko Martinez Pejnovich left Maslow Wealth Advisors for Outrunner Capital, Llc (registered 2024-05-15)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
John Shelby Clements left Maslow Wealth Advisors for Brighton Jones Llc (registered 2023-01-31)
Form ADVobserved 6 days ago
Occurred
Aug 23, 2022
Advisor changed firm
Jay Milind Gokhale left Maslow Wealth Advisors for Bbr Partners, Llc (registered 2022-08-18)
Form ADVobserved 6 days ago
Occurred
Jun 27, 2022
Control person left
Huang Margaret Casey (Member/Partner) no longer on Schedule A of Maslow Wealth Advisors (listed 2022-05-02, absent 2022-06-27)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Control person joined
Ashley Kilgust (Member/Partner) appeared on Schedule A of Maslow Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Mar 31, 2020
Control person joined
Thi Cherry Phan (Member) appeared on Schedule A of Maslow Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Aug 15, 2013
Succession filed (Item 4)
Durbin Bennett Peterson Private Wealth Management, Llp reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ab65ff5-833b-8257-d9bc-e0638a9e904b
First observed: Mar 30, 2012
Last observed: Sep 8, 2026 13 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MASLOW WEALTH ADVISORS

DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC, CRD 107722

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ab65ff5-833b-8257-d9bc-e0638a9e904b

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD BALDWIN BENNETT

Personal Financial Specialist

AUSTIN, TX

n/a

MATTHEW PAUL JACHIMIAK

Chartered Financial Analyst

AUSTIN, TX

n/a

PAUL DARTER LUEB

Certified Financial Planner

Austin, TX | AUSTIN, TX

n/a

TYLOR BORDELON SEAMAN

Certified Financial Planner|Chartered Financial Analyst

AUSTIN, TX

ELIZABETH JANE RICHARDS

Certified Financial Planner

AUSTIN, TX

ANGELA MEAGAN SMITH

Certified Financial Planner

AUSTIN, TX

ASHLEY KILGUST

Certified Financial Planner

AUSTIN, TX

n/a

Kathryn Turnham Brown

n/a

AUSTIN, TX

n/a

Taylor Frances Bennett

n/a

AUSTIN, TX

n/a

DIANNE F WADE

n/a

AUSTIN, TX

n/a

Alexandra Bigelow Russell

n/a

AUSTIN, TX

n/a

Daniel Eric Kaufman

Certified Financial Planner|Chartered Financial Analyst

AUSTIN, TX | Portland, OR

n/a

KEVIN R TIERNAN

n/a

AUSTIN, TX

Bianca Aryal

Certified Financial Planner

AUSTIN, TX

n/a

Jordan R Quinonez

Certified Financial Planner

AUSTIN, TX

ALFRED FRANCIS FREY

Certified Financial Planner|Personal Financial Specialist

AUSTIN, TX

JAY MILIND GOKHALE

Certified Financial Planner

AUSTIN, TX | Austin, TX

Isaac Thompson

Chartered Financial Analyst

AUSTIN, TX

n/a

Loren Iliana Arzayus

n/a

AUSTIN, TX

n/a

Joseph Guss Zaghrini

n/a

AUSTIN, TX

n/a

SERGIO RENE TEAGUE

Certified Financial Planner

AUSTIN, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Brown, Kathryn, Turnham

MEMBER/PARTNER

yes

06/2023

Sep 8, 2026

FREY, ALFRED, FRANCIS

MEMBER/PARTNER

yes

01/2025

Sep 8, 2026

JACHIMIAK, MATTHEW, PAUL

MANAGING MEMBER/PARTNER/CIO

yes

07/2013

Sep 8, 2026

KILGUST, ASHLEY

MANAGING MEMBER/PARTNER COMPLIANCE OFFICER

yes

01/2022

Sep 8, 2026

LUEB, PAUL, DARTER

MANAGING MEMBER/PARTNER

yes

07/2013

Sep 8, 2026

SEAMAN, TYLOR, BORDELON

MANGING MEMBER/PARTNER/CEO

yes

01/2017

Sep 8, 2026

TIERNAN, KEVIN, R

MEMBER/PARTNER

yes

06/2023

Sep 8, 2026

SMITH, ANGELA, MEAGAN

MEMBER/PARTNER

yes

06/2023

Aug 16, 2023

Nov 1, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$2.8B

$2.3B

n/a

2024

Mar 19, 2025

$2.1B

$1.8B

n/a

2023

Mar 5, 2024

$1.8B

$1.5B

n/a

2022

Mar 28, 2023

$1.4B

$107M

2021

Mar 28, 2022

$1.6B

$90.8M

2020

Mar 30, 2021

$1.3B

$1.2B

$84.7M

2019

Mar 31, 2020

$1.2B

$74.2M

2018

Mar 29, 2019

$1.0B

$61.1M

2017

Mar 28, 2018

$1.0B

$996M

$43.0M

2016

Mar 20, 2017

$866M

$846M

n/a

2015

Mar 24, 2016

$872M

$854M

n/a

2014

Mar 23, 2015

$918M

$898M

n/a

2013

Mar 27, 2014

$867M

$844M

n/a

2012

Apr 1, 2013

$857M

$835M

n/a

2011

Mar 30, 2012

$654M

$646M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.8B

$2.1B

37.7%

$1.4B

25.8%