F3 Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,381,439
Total clients
41
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$204,425
About
F3 Wealth Management is an independent, single-advisor registered investment adviser serving individuals, trusts, and estates and managing roughly $8.4 million across about 41 client relationships. The firm provides investment management through third‑party sub‑advisers, financial planning (either integrated with advisory services or as a standalone engagement), and periodic educational seminars and newsletters.
Investment programs are implemented primarily by recommending and allocating client assets into portfolios constructed and monitored by third‑party sub‑advisers and technology platforms, with clients able to impose reasonable investment restrictions. While the brochure reports discretionary assets, the firm’s structure—where clients select or approve sub‑advised portfolios and F3 may be granted discretion only for limited functions—means many relationships involve significant client‑directed (non‑discretionary) elements.
Distinctive features disclosed in the brochure include that the firm’s managing member is a licensed insurance producer and may recommend life, annuity, disability, and long‑term care products for which additional compensation may be received. The firm’s compensation is routed through its sub‑adviser arrangements (the sub‑adviser bills clients and remits the firm’s portion), and financial planning for advisory clients is provided at no additional charge while standalone plans are offered for fixed fees.
Client services
Financial planning
Portfolio management
Expertise
Long-term care insurance
Disability insurance
Life insurance needs analysis
Fee options
Financial planning standalone service fees range from $1,500 to $3,500 depending on complexity.
Commission-based compensation may be received for the sale of insurance products.
Account minimum: $25,000
Main office location
F3 Wealth Management, LLC
Arlington TX, United States
Number of offices
2
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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