Our History

In 1979, Daniel Davila III worked as an auditor for Coopers & Lybrand (now PWC), a renowned firm in the field. His role involved ensuring the accuracy and integrity of financial records and providing valuable insights to support their clients’ financial operations. It was a rewarding experience collaborating with Coopers & Lybrand and contributing to their commitment to excellence in auditing services.

In 1982, Daniel Davila III had the privilege of working as a tax accountant at Bawcom & Associates, a prominent CPA/Law Firm based in Austin, Texas. With his expertise in tax planning and compliance, Daniel played a crucial role in providing comprehensive tax services to clients. His in-depth knowledge of tax laws and regulations allowed him to offer personalized strategies tailored to minimize tax liabilities and maximize financial benefits for individuals and businesses. Working at Bawcom & Associates, Daniel exemplified his commitment to delivering exceptional service and ensuring clients’ compliance with tax requirements. His contributions contributed to the firm’s strong reputation as a trusted advisor in the realm of taxation during that time.

In 2009, a new venture emerged in the financial services industry as Austin Wealth Management, LLC (AWM) was formed. AWM aimed to provide comprehensive wealth management solutions to individuals and families, catering to their unique financial goals and aspirations.

Daniel Davila made a strategic decision in 2019 to sell a majority interest in Austin Wealth Management, LLC (AWM). Since its formation in 2009, AWM had successfully established itself as a trusted provider of comprehensive wealth management solutions, catering to the specific financial goals and aspirations of individuals and families. The sale of the majority interest in 2019 signaled the ongoing commitment of AWM to adapt, grow, and continue providing top-quality wealth management solutions to their valued clients.