|
⚲
|
| Homage Wealth Group LLC
✚
|
|
|---|---|
| CRD # | 340589 |
| SEC # | 801-135429 |
| CIK # | |
| AUM | $366.2 M (2026-06-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 713-725-0696 |
| Address | 1400 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 337.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 28.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 366.2 |
| By Discretionary | ||
| Discretionary | 7 | 366.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 366.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 366.2 | |
| Total | 7 | 366.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ODER Investment Management LLC
✚
|
CA | 0.4 |
|
M E Allison & Co Inc
✚
|
TX | 0.4 |
|
Sharper & Granite LLC
✚
|
CA | 0.4 |
|
Financial Life Advisors LLC
✚
|
TX | 0.4 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.4 |
|
Royal Oak Financial Advisors LLC
✚
|
MI | 0.4 |
|
North Capital Inc
✚
|
UT | 0.4 |
|
Inflection Capital Management LLC
✚
|
CA | 0.4 |
|
Asset Planning Services Inc
✚
|
LA | 0.4 |
|
Tealwood Asset Management Inc
✚
|
MN | 0.4 |