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Isaac Thompson

Maslow Wealth Advisors

Austin, TX

CRD 7928928

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Employer firm

Maslow Wealth Advisors CRD 107722

$2.84B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Maslow Wealth Advisors

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-29
  • TX RA
    APPROVED
    Since 2024-05-29

Branch Locations

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Durbin Bennett Private Wealth Management, Llc Dba Maslow Wealth Austin TX 09/2023 Present
Moontower Partners Austin TX 10/2020 08/2023
Woods Capital Management Austin TX 07/2016 07/2020
  • 09/2023 → Present
    Durbin Bennett Private Wealth Management, Llc Dba Maslow Wealth
    Austin, TX
  • 10/2020 → 08/2023
    Moontower Partners
    Austin, TX
  • 07/2016 → 07/2020
    Woods Capital Management
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-17
  • S65 Uniform Investment Adviser Law Examination
    2024-05-17
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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