Michael B Irvin

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2017
  Commonwealth Financial Network
  San Diego, CA
• 06/2017 → 06/2022
  U.S. Capital Wealth Advisors, Llc
  Austin, TX
• 06/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 06/2022 → 09/2022
  Planwise Financial Group
  Austin, TX
• 09/2022 → Present
  Reed Lake Private Wealth
  Austin, TX

Previous Registrations

• 2017-06-02 → 2022-07-06
  U.S. Capital Wealth Advisors, Llc
  Houston, TX
  Georgetown, TX
• 2016-06-28 → 2017-06-02
  Commonwealth Financial Network
  Austin, TX

Other Businesses

1. Fixed insurance sales; as of 6/13/2022; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Managing Member, MBI Wealth LLC a private entity established to facilitate securities, advisory, and insurance business; Located at in Austin, TX as of 6/20/22; 90% of time spent during business hours; Conducted at branch; Investment related. 3. Temporary Director with Travis County Improvement District 1; Located at 919 Congress Ave, Suite 1500, Austin TX 78701, as of 05/01/2023; Less than 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 4. Co-owner, Irvin Family Ventures, LLC; entity for holding investments; Located in Austin, TX; as of 10/06/2025; 0% of time spent during business hours; Not Conducted at branch location; Investment related. 5. Fixed insurance referrals; as of 01/12/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-25

Other Names

• Michael Irvin