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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