{"url":"https://nivawealth.com/firms/durbin-bennett-private-wealth-management-107722","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107722","regulatoryAum":2843260000,"crd":"107722","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6454151","suffix":null,"lastName":"Aryal","firstName":"Bianca","middleName":null},{"crd":"4332494","suffix":null,"lastName":"BENNETT","firstName":"RICHARD","middleName":"BALDWIN"},{"crd":"7131969","suffix":null,"lastName":"Bennett","firstName":"Taylor","middleName":"Frances"},{"crd":"6091129","suffix":null,"lastName":"Brown","firstName":"Kathryn","middleName":"Turnham"},{"crd":"2891380","suffix":"III","lastName":"FREY","firstName":"ALFRED","middleName":"FRANCIS"},{"crd":"6659586","suffix":null,"lastName":"GOKHALE","firstName":"JAY","middleName":"MILIND"},{"crd":"4821079","suffix":null,"lastName":"JACHIMIAK","firstName":"MATTHEW","middleName":"PAUL"},{"crd":"7537411","suffix":null,"lastName":"Kaufman","firstName":"Daniel","middleName":"Eric"},{"crd":"6824839","suffix":null,"lastName":"KILGUST","firstName":"ASHLEY","middleName":null},{"crd":"4056086","suffix":"JR.","lastName":"LUEB","firstName":"PAUL","middleName":"DARTER"},{"crd":"6753868","suffix":null,"lastName":"Quinonez","firstName":"Jordan","middleName":"R"},{"crd":"5536233","suffix":null,"lastName":"RICHARDS","firstName":"ELIZABETH","middleName":"JANE"},{"crd":"6163536","suffix":null,"lastName":"SEAMAN","firstName":"TYLOR","middleName":"BORDELON"},{"crd":"5802398","suffix":null,"lastName":"SMITH","firstName":"ANGELA","middleName":"MEAGAN"},{"crd":"7527322","suffix":null,"lastName":"TEAGUE","firstName":"SERGIO","middleName":"RENE"},{"crd":"7928928","suffix":null,"lastName":"Thompson","firstName":"Isaac","middleName":null},{"crd":"4498857","suffix":null,"lastName":"TIERNAN","firstName":"KEVIN","middleName":"R"},{"crd":"2090008","suffix":null,"lastName":"WADE","firstName":"DIANNE","middleName":"F"},{"crd":"8221278","suffix":null,"lastName":"Zaghrini","firstName":"Joseph","middleName":"Guss"}],"total":19,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":1285827081,"clients":292,"employees":18,"offices":1},{"filedOn":"2022-07-21","regulatoryAum":1605141196,"clients":276,"employees":23,"offices":1},{"filedOn":"2023-04-26","regulatoryAum":1429423495,"clients":283,"employees":20,"offices":1},{"filedOn":"2024-07-12","regulatoryAum":1758079061,"clients":268,"employees":22,"offices":2},{"filedOn":"2025-07-08","regulatoryAum":2065363526,"clients":348,"employees":24,"offices":3},{"filedOn":"2026-09-08","regulatoryAum":2843260000,"clients":395,"employees":27,"offices":3}],"secFileNumber":"801-60001","legalName":"Durbin 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cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"8 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107722/PDF/107722.pdf","brochureDate":"8 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057212","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Durbin Bennett Private Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Durbin Bennett Private Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Durbin Bennett Private Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Durbin Bennett Private Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Durbin Bennett Private Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Durbin Bennett Private Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Durbin Bennett Private Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Durbin Bennett Private Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Durbin Bennett Private Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Durbin Bennett Private Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}