Efficient Wealth Management LLC

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CAFR Data
Efficient Wealth Management LLC
CRD #134242
SEC #801-99351
CIK #
AUM $450.7 MM (100% Disc, 99% US, 2020-02-13)
Employees11 (82% Investors, 0% Brokers)
Phone281-528-1200
Address2829 Technology Forest Boulevard
The Woodlands, TX 77381-3913
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
4553642731829102008201220162021
Comparable Firms State AUM ($BB)
Schiavi & Company LLC
DE 0.5
BlueSky Wealth Advisors LLC
NC 0.5
Wealthstar Advisors LLC
TX 0.5
Warner Financial Inc
MD 0.5
Ten Capital Wealth Advisors LLC
WA 0.5
Karafin Arthur Sheldon
PA 0.5
Providence Wealth Advisors LLC
IL 0.5
Penn Davis McFarland Inc
TX 0.4
Swisspartners Advisors AG
0.4
Ritter Daniher Financial Advisory LLC
OH 0.4
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