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| Happy Holidays!! thanks for using AUM13F!! |
| Texas Family Wealth LLC
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| CRD # | 327332 |
| SEC # | 801-128585 |
| CIK # | |
| AUM | $228.8 M (2025-02-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 281-482-3100 |
| Address | 161 W Shadowbend Avenue Friendswood, TX 77546 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 145.9 |
| (b) Individuals (high net worth individuals) | 44 | 82.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 975 | 228.8 |
| By Discretionary | ||
| Discretionary | 881 | 225.0 |
| Non-Discretionary | 94 | 3.8 |
| Total | 975 | 228.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.8 | |
| Total | 975 | 228.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westpark Wealth Advisors Inc
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|
TX | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
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|
VT | 0.2 |
|
AFG Fiduciary Services Limited Partnership
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|
MA | 0.2 |
|
Bright Wealth Management LLC
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|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Your Private Client Group Inc
✚
|
0.2 | |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |
|
Decatur Capital Management Inc
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|
GA | 0.2 |
|
BPP Wealth Solutions LLC
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|
NJ | 0.2 |
|
Michael Brady & Co LLC
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|
OH | 0.2 |