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MUCH WEALTH MANAGEMENT, INC.
CRD 150356
640 N CARROLL AVE, SUITE 100, SOUTHLAKE, TX, 76092, United States
Phone
(866) 677-1600
Fax
(310) 861-5922
Registration
— (—)
Source
State registered
Total AUM
$37.1M
Discretionary AUM
$31.6M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $11.3M |
| High net worth individuals | 35 | $25.9M |
All web addresses on file
Official SEC filing: View on IAPD