Texwealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,605,205
Total clients
25
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$2,224,208
About
TexWealth serves individual and high‑net‑worth clients by providing ongoing portfolio management and personalized financial planning, including the creation of written Investment Policy Statements and regular portfolio monitoring. The firm advises across mutual funds, ETFs, equities, fixed income, REITs and Treasury inflation‑protected securities to align portfolios with clients’ stated goals and risk tolerances.
The firm's investment process combines charting, fundamental analysis and modern portfolio theory and is oriented toward long‑term trading and asset allocation. TexWealth typically seeks discretionary authority to implement model allocations and client‑specific restrictions, and it uses planning projections to test whether a client’s risk level is sufficient to meet objectives.
Noteworthy aspects include operating three offices while remaining a solo advisor with no additional staff and managing roughly $55.6 million in discretionary assets across about 25 clients, implying relatively high assets per client. The firm requires custody at Charles Schwab Advisor Services and discloses receipt of research or other benefits from that custodian, and it does not aggregate (block) trades for multiple clients, which can affect execution and pricing.
Client services
Portfolio management
Expertise
Passive / index investing
Wealth management
Fee options
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Fee-only: Asset-based portfolio management fees withdrawn quarterly in advance, fees generally negotiable.
Main office location
Texwealth
Plano TX, United States
Number of offices
3
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 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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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
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