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TSA WEALTH MANAGEMENT
TSA WEALTH MANAGEMENT LLC
CRD 323123 · SEC 801-126689
5718 WESTHEIMER ROAD, SUITE 950, HOUSTON, TX, 77057, United States
Phone
(713) 735-9217
Fax
(713) 735-9229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.8M
Discretionary AUM
$358.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $48.2M |
| High net worth individuals | 126 | $303.0M |
States served
LA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD