Honor Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,710,000
Clients
351
1% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
351
Very HighAverage account size
$124,530
About
Honor Wealth Management provides discretionary asset management primarily to individual and high-net-worth clients. The firm reports approximately $43.7 million in discretionary assets under management across roughly 351 client accounts and generally requires a $50,000 minimum to open an account.
The firm constructs client portfolios based on documented objectives and risk tolerance, employing fundamental, technical and cyclical analysis and offering both long- and short-term strategies. It also uses model portfolios through a co-advisor relationship with a third-party portfolio manager and conducts periodic (at least quarterly) account reviews and monitoring.
Honor Wealth Management is atypical among peers in two respects: the principal maintains multiple licensed roles — including acting as an attorney/notary, insurance agent, and registered representative — and the firm discloses external compensation, fee-sharing with its co-advisor, incentive arrangements, and a transition loan from an affiliated broker‑dealer. The firm also operates with a single advising professional serving a comparatively large client base, which the brochure indicates is supported in part by the use of third‑party models and service arrangements.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
1.0% annually
Account minimum: $50,000
Main office location
Honor Wealth Management, LLC
18702 Fm 2920
Tomball TX 77377, United States
Number of offices
1
Most active in
Honor Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
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