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COLLINS WEALTH MANAGEMENT
COLLINS WEALTH MANAGEMENT LLC
CRD 314610
14090 SOUTHWEST FREEWAY SUITE 300, SUGAR LAND, TX, 77478, United States
Phone
281-766-4850
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$3.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD