|
⚲
|
| Texas Family Wealth LLC
✚
|
|
|---|---|
| CRD # | 327332 |
| SEC # | 801-128585 |
| CIK # | |
| AUM | $257.0 M (2026-03-23) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 281-482-3100 |
| Address | 161 W Shadowbend Avenue Friendswood, TX 77546 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,060 | 216.3 |
| (b) Individuals (high net worth individuals) | 12 | 40.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,074 | 257.0 |
| By Discretionary | ||
| Discretionary | 1,071 | 255.7 |
| Non-Discretionary | 3 | 1.2 |
| Total | 1,074 | 257.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.0 | |
| Total | 1,074 | 257.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fullcircle Wealth LLC
✚
|
TX | 0.3 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.3 | |
|
IKE Capital LLC
✚
|
0.3 | |
|
103 Advisory Group LLC
✚
|
IL | 0.3 |
|
W&S Brokerage Services Inc
✚
|
OH | 0.3 |
|
New Millennium Group LLC
✚
|
UT | 0.3 |
|
Wisconsin Capital Management LLC
✚
|
WI | 0.3 |
|
Prospect Hill Management LLC
✚
|
0.3 | |
|
6th Street Advisors LLC
✚
|
AL | 0.3 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.3 |