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

More Retirement Planning firms in Friendswood, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

Explore More Retirement Advisors in Friendswood, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.