Overview
Assets Under Management: $251 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 67
Average Client Assets: $2.2 million
Frequently Asked Questions
STYRE WEALTH 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 #289276), STYRE WEALTH is subject to fiduciary duty under federal law.
STYRE WEALTH is headquartered in FORT WORTH, TX.
STYRE WEALTH serves 67 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, STYRE WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STYRE WEALTH manages $251 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, STYRE WEALTH 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: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.00%
Average Client Assets: $2.2 million
Total Client Accounts: 697
Discretionary Accounts: 691
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 289276
Filing ID: 2081029
Last Filing Date: 2026-03-30 12:39:11