Willyn C. Wahl

LBJ FAMILY WEALTH ADVISORS, LTD.

Austin, TX 78756

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CRD#: 4963366

Professional summary

Willyn Cobb Wahl is a registered financial advisor currently at LBJ FAMILY WEALTH ADVISORS, LTD. located in Austin, Texas.

Willyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Willyn has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

VP/CONTROLLER OF VARIOUS INVESTMENT AND NON-INVESTMENT RELATED LP AND LLC ENTITIES. 80 HOURS PER MONTH. POSITIONS ARE HELD THROUGH MANAGEMENT/SERVICES AGREEMENTS BETWEEN ENTITIES AND LBJFWA AND NO SEPARATE PAYMENT IS RECEIVED. 3800 north lamar, SUITE 200, AUSTIN, TEXAS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willyn Cobb Wahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 6, 2005 - Present

LBJ FAMILY WEALTH ADVISORS, LTD.

Office #1: 3800 North Lamar Suite 200, Austin, TX 78756

RIA

CRD#: 129701

Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LBJ FAMILY WEALTH ADVISORS, LTD.

LBJ ASSET MANAGEMENT PARTNERS, LTD. | LBJ FAMILY WEALTH ADVISORS, LTD. | LBJ ASSET MANGEMENT PARTNERS, LTD. | LBJ ASSET MANGEMENT PARTNERS

CRD#: 129701 / SEC#: 801-64374

RIA

Registered Investment Advisory firm - (7/15/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/6/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2005

Uniform Investment Adviser Law Examination

Current Firm

LBJ FAMILY WEALTH ADVISORS, LTD.

LBJ ASSET MANAGEMENT PARTNERS, LTD. | LBJ FAMILY WEALTH ADVISORS, LTD. | LBJ ASSET MANGEMENT PARTNERS, LTD. | LBJ ASSET MANGEMENT PARTNERS

CRD#: 129701 / SEC#: 801-64374

RIA

Registered Investment Advisory firm - (7/15/2005 Approved)

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Contact information

Main Address

3800 North Lamar Suite 200, Austin, TX 78756

Mailing Address

Phone number

(512) 457-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 348,929,579

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/16/2025	Cover Page	Report
01/31/2024	Cover Page	Report
01/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Willyn C. Wahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willyn Cobb Wahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

LBJ FAMILY WEALTH ADVISORS, LTD.

Primary Firm SEC Registration

LBJ FAMILY WEALTH ADVISORS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2005

Current Firm

LBJ FAMILY WEALTH ADVISORS, LTD.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LBJ FAMILY WEALTH ADVISORS, LTD.

TRUST BUT VERIFY

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