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CFA
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CFA

Austin Lee Doebler

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
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Location

9777 Wilshire Blvd - 7th Flr, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Austin is a member/agent of East West Capital, LLC, formed to invest in crypto-assets and crypto-related securities. He spends a few hours per week performing due diligence, participating in investment strategy discussions, and voting on investment decisions.

Employment History
Current Registrations
Rzh Advisors LLC
October 2025 - Present · 4 mos
Previous Registrations
Truist Advisory Services, INC.
October 2021 - September 2025 · 3 yrs 11 mos
Vanguard Marketing CorporationBroker
October 2016 - March 2017 · 5 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.