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| MDT Financial Advisors LLC
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|
|---|---|
| CRD # | 340925 |
| SEC # | 801-135557 |
| CIK # | |
| AUM | $294.0 M (2026-06-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 281-938-1111 |
| Address | 455 E Medical Center Blvd Webster, TX 77598 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 89.8 |
| (b) Individuals (high net worth individuals) | 86 | 194.9 |
| (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 | 0 | 9.4 |
| (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 | 644 | 294.0 |
| By Discretionary | ||
| Discretionary | 644 | 294.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 644 | 294.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.0 | |
| Total | 644 | 294.0 |
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|---|---|---|
|
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|
Bright Futures Wealth Management LLC
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Tate Wealth Management
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