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Scout the DayOneLead fox with a Texas new business filings stampEvery new Texas sales tax permit, every day
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Wealth Management Sales Tax Permits in Austin, TX

1 wealth management businesses with recent Texas sales tax permits in Austin.

Updated August 19, 2026 · Most recent sales tax permit Jan 17, 2026

1
Total Permits
Jan 17, 2026
Most Recent
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About Wealth Management Businesses in Austin

This page lists wealth management businesses receiving new sales tax permits in Austin, Texas. We currently track 1, sourced directly from the Texas Comptroller of Public Accounts and refreshed daily as new permits are issued.

Recent additions include Summa Holdings. The most recent wealth management sales tax permit was on Jan 17, 2026.

Each entry shows the permit issue date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Austin, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in Austin as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Permits

Summa Holdings

Jan 17, 2026
Wealth ManagementVerifiedAustin, TX

Summa Holdings is a wealth management and advisory firm based in Austin, Texas. The company offers institutional-style investment and legacy planning services, positioning itself as a registered advisor with a quarter-century of conviction. Contact information and location correspond to the LLC filing.

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