Overview
Assets Under Management: $184 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 49
Average Client Assets: $2.9 million
Frequently Asked Questions
BRAZOS WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323508), BRAZOS WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
BRAZOS WEALTH ADVISORS LLC is headquartered in FORT WORTH, TX.
BRAZOS WEALTH ADVISORS LLC serves 49 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, BRAZOS WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BRAZOS WEALTH ADVISORS LLC manages $184 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, BRAZOS WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.23%
Average Client Assets: $2.9 million
Total Client Accounts: 425
Discretionary Accounts: 416
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 323508
Filing ID: 2056105
Last Filing Date: 2026-03-16 20:47:51