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HOUSTON WEALTH ADVISERS, LLC.
CRD 299442
13231 CHAMPION FOREST, SUITE 200, HOUSTON, TX, 77069, United States
Phone
281-440-9700
Fax
832-201-9972
Registration
— (—)
Source
State registered
Total AUM
$57.4M
Discretionary AUM
$43.2M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $20.7M |
| High net worth individuals | 14 | $27.8M |
| Charitable organizations | 2 | $8.9M |
Official SEC filing: View on IAPD