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SWEETWATER FINANCIAL ADVISORS, LLC
CRD 118372 · SEC 801-62459
4655 SWEETWATER BLVD., SUITE 300, SUGAR LAND, TX, 77479, United States
Phone
281-491-3333
Fax
281-491-3331
Registration
— (—)
Source
State registered
Total AUM
$84.4M
Discretionary AUM
$82.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $31.6M |
| High net worth individuals | 37 | $41.4M |
All web addresses on file
Official SEC filing: View on IAPD