HAYWOOD WEALTH MANAGEMENT

RIASEC Registered
Total AUM
$11.3M
Discretionary
$11.3M
100% of AUM
Avg account
$145K
Accounts
78
Employees
2
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
326649
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Haywood Wealth Management LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm bills on a percentage-of-assets basis and also offers hourly engagements. Its core services are financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 24%, Cash & Cash Equivalents 12%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents12%

Contacts

2 of 2
  • JUSTIN HAYWOOD

    President, Co-FounderCRD 6365656

  • Brittni Haywood

    Co-Founder and Vice PresidentCRD 7733493

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2625 Bay Area Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth