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HOUSTON WEALTH MANAGEMENT
HOUSTON WEALTH MANAGEMENT LLC
CRD 168715
1035 DAIRY ASHFORD, SUITE #222, HOUSTON, TX, 77079, United States
Phone
281-372-8410
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.7M
Discretionary AUM
$5.2M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.5M |
| High net worth individuals | 2 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD