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BRAZOS WEALTH ADVISORS LLC
CRD 323508 · SEC 801-130548
2833 CROCKETT ST., STE.102, FORT WORTH, TX, 76107, United States
Phone
682-350-1055
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.7M
Discretionary AUM
$170.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $28.7M |
| High net worth individuals | 49 | $140.0M |
| Pension/profit sharing plans | 9 | $13.0M |
| Corporations/business entities | 1 | $2.0M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD