Off-Trail Works LLC

Financial planning in Austin, TX

State registeredNo commissions reported

Call (414) 531-1305 Send a message Map ↗

Public-record details

Address: 12856 N Hwy 183 Suite B #2063, Austin, TX 78750
Phone: (414) 531-1305
Listed under: Financial planning, Flat / fixed fees, % of assets managed
CRD number: 337378
Registration: State registered: NY, TX, WI
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $9.0 million
Accounts managed: 38
Clients reported (Form ADV 5.D): 21
Individual / high-net-worth clients: 21 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-01-15

State registered (NY, TX, WI) investment adviser, CRD 337378, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 337378 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Austin

57 West Capital Advisors, INC.11615 Angus Road, Suite 104-K · Austin, TX 78759 · (833) 457-5757 · % of assets managedCRD 115378 · % of assets · $47.4 million AUMState registeredNo commissions reported 994 Group1207 W. Mary Street · Austin, TX 78704 · (512) 853-9597 · Financial planningCRD 289923 · % of assets, Fixed fees, Other · $244.7 million AUMSEC registeredNo commissions reported Aa Wealth Strategies LLC3301 Northland Drive, Suite 330 · Austin, TX 78731 · (512) 474-1778 · Financial planningCRD 319496 · % of assets, Hourly charges, Fixed fees · $31.3 million AUMState registeredNo commissions reported Advisors Crypto, INC.6500 River Place Blvd, Building 7, Suite 250 · Austin, TX 78730 · (512) 346-8000 · % of assets managedCRD 109201 · % of assets · $11.2 million AUMSEC registeredNo commissions reported Alongside, LLC3711 S Mopac Expy, Suite 150 · Austin, TX 78746 · (512) 241-7341 · Financial planningCRD 333587 · % of assets, Fixed fees · $878.6 million AUMSEC registeredNo commissions reported Alpha Capital Management5407 Parkcrest Drive, 2nd Floor · Austin, TX 78731 · (512) 322-9318 · % of assets managedCRD 121703 · % of assets · $871.4 million AUMSEC registeredNo commissions reported Amplio Wealth Management, INC.1921 Lohmans Crossing Suite 100 · Austin, TX 78734 · (512) 917-5066 · % of assets managedCRD 309712 · % of assets · $31.5 million AUMState registeredNo commissions reported Argus Wealth Management3001 Rr 620 South, Suite 327 · Austin, TX 78738 · (512) 637-8875 · Financial planningCRD 168994 · % of assets, Hourly charges, Fixed fees · $64.6 million AUMState registeredNo commissions reported

All 139 in Austin →