Overview
Assets Under Management: $301 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Frequently Asked Questions
TSA WEALTH MANAGEMENT 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 #323123), TSA WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TSA WEALTH MANAGEMENT LLC is headquartered in HOUSTON, TX.
TSA WEALTH MANAGEMENT LLC serves 113 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, TSA WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
TSA WEALTH MANAGEMENT LLC manages $301 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, TSA WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 658
Discretionary Accounts: 658
Regulatory Filings
CRD Number: 323123
Last Filing Date: 2025-01-22 00:00:00
Website: https://tsawm.com