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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PRICE WEALTH, LLC

CRD 131407

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:b755d72f-6b06-662e-ed0a-46f554d7f6d5

Data as of Apr 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2012 to Apr 30, 2020
15 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.4BItem 5.F on the latest filing (2020-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 51
High net worth clients: 39
Custody, client assets: $8.6M
SEC number: 801-63120
CRD: 131407
Filings on the tape: 15
First filed: Mar 29, 2012
Latest filed: Apr 30, 2020
Organised: Limited Liability Company, Texas

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
PRICE, ERIC, MONTGOMERY	President	E	yes	05/2004	Mar 29, 2012	Apr 30, 2020
WITTLIFF, SUSAN, LEONARD	SENIOR WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER	A	yes	03/2018	Nov 9, 2012	Apr 30, 2020

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
2019	Jan 29, 2020	$1.4B	$1.2B	4	3	0	n/a	n/a
2018	Jan 4, 2019	$1.2B	$1.1B	3	3	1	n/a	n/a
2017	Mar 7, 2018	$1.3B	$1.1B	4	3	1	n/a	n/a
2016	Feb 8, 2017	$1.1B	$929M	3	2	n/a	n/a	n/a
2015	Feb 10, 2016	$964M	$887M	4	2	n/a	n/a	n/a
2014	Feb 24, 2015	$909M	$803M	4	2	n/a	n/a	n/a
2013	Feb 19, 2014	$915M	$793M	4	1	n/a	n/a	n/a
2012	Mar 5, 2013	$803M	$680M	3	1	n/a	n/a	n/a
2011	Mar 29, 2012	$771M	$612M	n/a	n/a	n/a	n/a	n/a

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
2019	$1.4B	$1.2B	13.1%	$1.1B	6.5%	4	3	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Pathstone	2	Sep 30, 2020	Oct 20, 2020	AUSTIN, TX	Team lift out	RIA to RIA	100.0%

Relationships

Controls (2)

← PRICE, ERIC, MONTGOMERYOwnerPRESIDENT, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← WITTLIFF, SUSAN, LEONARDOwnerSENIOR WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER, ownership code A, individual
Nov 9, 2012 to presentfactForm ADV

Moved with (1)

→ PATHSTONERegistered adviser2 advisors, team lift out, same day
Sep 30, 2020 to Oct 20, 2020factForm ADV

Registered with (3)

← ERIC MONTGOMERY PRICEAdvisorregistration: previous registration
May 25, 2004 to Sep 30, 2020factForm ADV
← SUSAN LEONARD WITTLIFFAdvisorregistration: previous registration
Mar 2, 2018 to Sep 30, 2020factForm ADV
← BRIAN CHRISTOPHER AYLIEFFAdvisorregistration: previous registration
Apr 5, 2011 to Oct 3, 2012factForm ADV

Dated events

Occurred
Jan 4, 2019
Succession filed (Item 4)
Price Wealth Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b755d72f-6b06-662e-ed0a-46f554d7f6d5
First observed: Mar 29, 2012
Last observed: Apr 30, 2020 77 months 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.

PRICE WEALTH, LLC

CRD 131407

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:b755d72f-6b06-662e-ed0a-46f554d7f6d5

Data as of Apr 30, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:54 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PRICE, ERIC, MONTGOMERY

President

yes

05/2004

Mar 29, 2012

Apr 30, 2020

WITTLIFF, SUSAN, LEONARD

SENIOR WEALTH ADVISOR/CHIEF COMPLIANCE OFFICER

yes

03/2018

Nov 9, 2012

Apr 30, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Jan 29, 2020

$1.4B

$1.2B

n/a

2018

Jan 4, 2019

$1.2B

$1.1B

n/a

2017

Mar 7, 2018

$1.3B

$1.1B

n/a

2016

Feb 8, 2017

$1.1B

$929M

n/a

2015

Feb 10, 2016

$964M

$887M

n/a

2014

Feb 24, 2015

$909M

$803M

n/a

2013

Feb 19, 2014

$915M

$793M

n/a

2012

Mar 5, 2013

$803M

$680M

n/a

2011

Mar 29, 2012

$771M

$612M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$1.4B

$1.2B

13.1%

$1.1B

6.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Pathstone

Sep 30, 2020

Oct 20, 2020

AUSTIN, TX

Team lift out

RIA to RIA

100.0%