KINGS PATH PARTNERS LLC
Sugar Land, TX
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(832) 500-3101
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TX, SUGAR LAND
10 advisers found
WJ INTERESTS, LLC
Sugar Land, TX
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
281-634-9400
RWM CAPITAL, LLC
Sugar Land, TX
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
832-981-7000
VERUS FINANCIAL GROUP
Sugar Land, TX
AUM
$158.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
713-909-3188
CHUNG WU INVESTMENT GROUP, LLC
Sugar Land, TX
AUM
$147.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(281) 203-0069
SWEETWATER FINANCIAL ADVISORS, LLC
Sugar Land, TX
AUM
$84.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
281-491-3333
MARSHALL WEALTH MANAGEMENT, LLC
Sugar Land, TX
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
832-440-7293
COLLINS WEALTH MANAGEMENT
Sugar Land, TX
AUM
$3.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
281-766-4850
INCOMAR INVESTMENTS, LLC
Sugar Land, TX
AUM
$91.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
713-776-1860
Full profileNo website
JAMES G. MCCLELLAN CPA
Sugar Land, TX
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Percentage of AUM; Hourly charges
281-240-0330
Full profileNo website