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| Keyboard |
| Brazos Wealth Advisors LLC
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|---|---|
| CRD # | 323508 |
| SEC # | 801-130548 |
| CIK # | |
| AUM | 183.7 M (2026-03-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 682-350-1055 |
| Address | 2833 Crockett St Fort Worth, TX 76107 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 28.7 |
| (b) Individuals (high net worth individuals) | 49 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 13.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 183.7 |
| By Discretionary | ||
| Discretionary | 416 | 170.7 |
| Non-Discretionary | 9 | 13.0 |
| Total | 425 | 183.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.7 | |
| Total | 425 | 183.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Cooper Financial Services Inc
✚
|
CT | 184.1 M |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 184.1 M |
|
High Pines Wealth Management LLC
✚
|
MA | 184.0 M |
|
Alpenglobal Capital LLC
✚
|
184.0 M | |
|
Shotwell Rutter Baer Inc
✚
|
MI | 183.9 M |
|
Magnolia Wealth Management LLC
✚
|
AL | 183.3 M |
|
Elevate Capital Advisors Inc
✚
|
CO | 183.3 M |
|
JM Arbour LLC
✚
|
ME | 183.2 M |
|
Williamson Legacy Group LLC
✚
|
183.1 M |