Overview
Assets Under Management: $229 million
Headquarters: FRIENDSWOOD, TX
High-Net-Worth Clients: 44
Average Client Assets: $1.9 million
Frequently Asked Questions
TEXAS FAMILY WEALTH, 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 #327332), TEXAS FAMILY WEALTH, LLC is subject to fiduciary duty under federal law.
TEXAS FAMILY WEALTH, LLC is headquartered in FRIENDSWOOD, TX.
TEXAS FAMILY WEALTH, LLC serves 44 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, TEXAS FAMILY WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TEXAS FAMILY WEALTH, LLC manages $229 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, TEXAS FAMILY WEALTH, 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.24%
Average Client Assets: $1.9 million
Total Client Accounts: 975
Discretionary Accounts: 881
Non-Discretionary Accounts: 94
Regulatory Filings
CRD Number: 327332
Filing ID: 1943296
Last Filing Date: 2025-02-26 11:34:00