Durbin Bennett Private Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Durbin Bennett Private Wealth Management reports 395 clients. They include 311 high-net-worth individuals, 70 individual clients, and 6 corporations and other businesses. Of its assets, 80.5% ($2.29B across 2,245 accounts) are managed with discretion; $553M across 660 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 18% | <1% |
| High-net-worth individuals | 79% | 91% |
| Pooled investment vehicles | <1% | 5% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 70 | $21.7M | 0.8% | $310K |
| High-net-worth individuals | 311 | $2.6B | 91.5% | $8.36M |
| Pooled investment vehicles | 3 | $132M | 4.6% | $44M |
| Charitable organizations | 5 | $24.4M | 0.9% | $4.88M |
| Corporations and other businesses | 6 | $63.9M | 2.2% | $10.6M |
| Total | 395 | $2.84B | 100% | $7.2M |
- Clients
- 70
- Regulatory AUM
- $21.7M
- AUM share
- 0.8%
- Avg. per client
- $310K
- Clients
- 311
- Regulatory AUM
- $2.6B
- AUM share
- 91.5%
- Avg. per client
- $8.36M
- Clients
- 3
- Regulatory AUM
- $132M
- AUM share
- 4.6%
- Avg. per client
- $44M
- Clients
- 5
- Regulatory AUM
- $24.4M
- AUM share
- 0.9%
- Avg. per client
- $4.88M
- Clients
- 6
- Regulatory AUM
- $63.9M
- AUM share
- 2.2%
- Avg. per client
- $10.6M
Total
- Clients
- 395
- Regulatory AUM
- $2.84B
- AUM share
- 100%
- Avg. per client
- $7.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Durbin Bennett Private Wealth Management charges up to 1.00% a year for its Individual portfolio management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Investment advisement services
- Performance monitoring, reporting and team access are billed on portfolio value: 0.20% on the first $10 million, 0.15% on the next $10 million, 0.10% above $20 million.
- Selection, monitoring and consulting
- Billed hourly at $125 to $350 depending on personnel, or a flat $3,000 to $5,000 per quarter; agreed before any contract.
The leadership team of Durbin Bennett Private Wealth Management includes Chief Compliance Officer Angela Smith. It has 27 employees, 16 of them in advisory roles.
Leadership
- Angela SmithMember/Partner/Chief Compliance Officer
- Kathryn BrownMember/Partner
- Alfred FreyMember/Partner
- Matthew JachimiakManaging Member/Partner/CIO
- Ashley KilgustManaging Member/Partner
- Paul LuebManaging Member/Partner
- Tylor SeamanManging Member/Partner/CEO
- Kevin TiernanMember/Partner
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
- Bianca Aryal
- Richard Baldwin Bennett
- Taylor Frances Bennett
- Kathryn Turnham Brown
- Alfred Francis Frey III
- Jay Milind Gokhale
- Matthew Paul Jachimiak
- Daniel Eric Kaufman
- Ashley Kilgust
- Paul Darter Lueb JR.
- Jordan R Quinonez
- Elizabeth Jane Richards
- Tylor Bordelon Seaman
- Angela Meagan Smith
- Sergio Rene Teague
- Isaac Thompson
- Kevin R Tiernan
- Dianne F Wade
- Joseph Guss Zaghrini
Staff
- 27 employees
- 16 in advisory functions
- 20 state-registered reps
- Owns 10% to 25% of Durbin Bennett Private Wealth Management, LLC
Paul Lueb
Control person · since July 2013
- Owns 10% to 25% of Durbin Bennett Private Wealth Management, LLC
Matthew Jachimiak
Control person · since July 2013
- Owns 10% to 25% of Durbin Bennett Private Wealth Management, LLC
Tylor Seaman
Control person · since January 2017
- Owns 10% to 25% of Durbin Bennett Private Wealth Management, LLC
Ashley Kilgust
Control person · since January 2022
- Owns 5% to 10% of Durbin Bennett Private Wealth Management, LLC
Angela Smith
Control person · since June 2023
- Owns 5% to 10% of Durbin Bennett Private Wealth Management, LLC
Kevin Tiernan
Control person · since June 2023
- Owns 5% to 10% of Durbin Bennett Private Wealth Management, LLC
Kathryn Brown
Control person · since June 2023
- Owns 5% to 10% of Durbin Bennett Private Wealth Management, LLC
Alfred Frey
Control person · since January 2025
Durbin Bennett Private Wealth Management’s regulatory assets grew 2.2× from $1.29B (March 2021) to $2.84B (September 2026); clients rose from 292 to 395 and employees from 18 to 27.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.84B | 395 | 27 | 3 |
| July 2025 | $2.07B | 348 | 24 | 3 |
| July 2024 | $1.76B | 268 | 22 | 2 |
| April 2023 | $1.43B | 283 | 20 | 1 |
| July 2022 | $1.61B | 276 | 23 | 1 |
| March 2021 | $1.29B | 292 | 18 | 1 |
Besides its headquarters, Durbin Bennett Private Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Texas.
Texas · 2 listed addresses
- 1601 South Mo Pac Expressway, Suite 125d, AustinHQ
- 12117 Bee Caves RD BLDG. 3, Austin
Contact and registration details
- Legal name
- Durbin Bennett Private Wealth Management, LLC
- Headquarters
- 1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746
- Website
- maslow-wealth.com
- Phone
- 512-610-6930
- @maslow-wealth-advisors
- SEC file
- 801-60001
- Structure
- Texas LLC
- Fiscal year end
- December
Durbin Bennett Private Wealth Management uses Charles Schwab ($1.78B) as custodian for its separately managed accounts. Durbin Bennett Private Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.78B100%
At year end, Durbin Bennett Private Wealth Management’s separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks5%
- Funds85%
- Registered funds65%
- Pooled vehicles20%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds2%
- Cash5%
How many clients does Durbin Bennett Private Wealth Management have?
Durbin Bennett Private Wealth Management has 395 clients and manages $2.84 billion for them, as of September 2026. They include 311 high-net-worth individuals, 70 individual clients, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Durbin Bennett Private Wealth Management offer?
Durbin Bennett Private Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Durbin Bennett Private Wealth Management charge?
Durbin Bennett Private Wealth Management charges up to 1.00% a year for its Individual portfolio management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Source: MASLOW WEALTH ADVISORS PART ADV2A, filed 8 September 2026
Which custodians does Durbin Bennett Private Wealth Management use?
Durbin Bennett Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.78B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Durbin Bennett Private Wealth Management have?
Durbin Bennett Private Wealth Management has 20 investment adviser representatives registered with state securities authorities, out of 27 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Durbin Bennett Private Wealth Management invest in?
At the end of its last fiscal year, Durbin Bennett Private Wealth Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 20% pooled vehicles (private funds and similar), 5% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Durbin Bennett Private Wealth Management?
Durbin Bennett Private Wealth Management’s direct owners are Paul Lueb, Matthew Jachimiak, Tylor Seaman, Ashley Kilgust, Angela Smith, Kevin Tiernan, Kathryn Brown and Alfred Frey, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Durbin Bennett Private Wealth Management get paid?
Durbin Bennett Private Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Durbin Bennett Private Wealth Management registered with the SEC?
Yes, Durbin Bennett Private Wealth Management has been registered with the SEC as an investment adviser since 25 January 2001. Its CRD number is 107722 and its SEC file number is 801-60001.
Source: Form ADV Part 1A, Item 1, filed 8 September 2026; IAPD firm record
How do I contact Durbin Bennett Private Wealth Management?
Durbin Bennett Private Wealth Management’s main office is at 1601 South Mo Pac Expressway, Suite 125d, Austin, TX 78746. Its phone number is 512-610-6930. Its website is maslow-wealth.com.