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TSA WEALTH MANAGEMENT
5718 Westheimer Road
Suite 950
Houston, Texas 77057
Tel: (713) 735-9217
About TSA WEALTH MANAGEMENT
TSA WEALTH MANAGEMENT, formally registered with the SEC as TSA WEALTH MANAGEMENT. The firm was established in 09/30/2022. They have over 1 offices throughout the country.
TSA WEALTH MANAGEMENT is a Houston, Texas based Financial Planning firm with nearly $300,542,390 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323123 |
| SEC# | 801-126689 |
| Assets Managed by Firm | $300,542,390 |
| No. of Clients | 658 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 658 | $300,542,390 |
| Individuals (other than high net worth individuals) | 148 | $60,955,882 |
| High net worth individuals | 113 | $230,640,670 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,328,398 |
| Charitable organizations | Fewer than 5 clients | $2,546,230 |
| Corporations or other businesses | Fewer than 5 clients | $2,071,210 |
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