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About
ComposedPro Wealth
I'm Matt Schwegman, and I founded this wealth management company in 2011 to add more value at a significantly lower cost than larger impersonal firms. You deserve to be treated as more than just some number. Our boutique firm servces clients in Austin, San Antonio, Houston, and Dallas. Our investment management offerings are unique, our planning strategies are sound, and our business and career advice are best-in-class. But don't take my word for it, let us prove it. Check out why our client experience is unrivaled, and why our pricing is unmatched.
ComposedPro
Wealth
Clients Per
Staff²
Clients Per
Advisor³
Assets Managed Per Client⁴
Net Worth Per Client⁵
26
51
$0.5M
$1.6M
Top 3
Advisor Firms¹
292
531
$0.4M
Data not public
¹The top 3 advisors listed in Barron's 2024 Top 100 RIA Firms. "2024 Top RIA Firms". Barron's. https://www.barrons.com/advisor/report/top-financial-advisors/ria. Accessed May 15, 2025.
²Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total staff in 5.A. "Investment Advisor Public Disclosure". US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
³Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total clients listed in 5.D.(1) divided by the total employees performing advisory functions in 5.B.(1). "Investment Advisor Public Disclosure". US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁴Aggregated data from the Form ADVs for the top 3 advisors, then calculated as the total Amount of Regulatory Assets under Management in 5.D.(3) divided by the total clients listed in 5.D.(1). "Investment Advisor Public Disclosure". US Securities and Exchange Commission. https://adviserinfo.sec.gov/search/genericsearch/firmgrid. Accessed May 15, 2025.
⁵Not available for 'Top 3 Advisors'. ComposedPro Wealth's internally calculated based on aggregated and other client-reported assets.
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