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Home > Retirement Planners > texas > friendswood > TEXAS FAMILY WEALTH, LLC
TEXAS FAMILY WEALTH, LLC
161 W Shadowbend Avenue
Suite 101
Friendswood, Texas 77546
Tel: (281) 482-3100
About TEXAS FAMILY WEALTH, LLC
TEXAS FAMILY WEALTH, LLC, formally registered with the SEC as TEXAS FAMILY WEALTH, LLC. The firm was established in 08/18/2023. They have over 1 offices throughout the country.
TEXAS FAMILY WEALTH, LLC is a Friendswood, Texas based Financial Planning firm with nearly $228,789,532 assets under management, offering retirement planning & investment advisory services to 975 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327332 |
| SEC# | 801-128585 |
| Assets Managed by Firm | $228,789,532 |
| No. of Clients | 975 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 975 | $228,789,532 |
| Individuals (other than high net worth individuals) | 319 | $145,868,485 |
| High net worth individuals | 44 | $82,921,047 |
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|---|---|---|---|
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