HOMAGE WEALTH GROUP LLC

RIASEC RegisteredEst. 2026
Total AUM
$366M
Discretionary
$366M
100% of AUM
Avg account
$52.3M
Accounts
7
Employees
2
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
340589
Registered since
February 27, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI92.27%
  • Charitable Organizations7.73%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Homage Wealth Group LLC is a newly formed limited liability company that completed SEC registration in 2026 and is owned by an individual. The firm is classified as unclassified in the source data and is identified as a capital allocator, which alongside its listed advisory activities suggests it intends to manage portfolios directly and to hire or select outside managers where appropriate. Stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — indicating flexibility for both ongoing portfolio relationships and project- or planning-focused engagements. The data flags Homage Wealth Group as not actively pursuing ESG investing, not operating as a multi-state adviser, not acting as a pension consultant, and not being affiliated with a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • LINDSAY STRATTAN

    CEO and Co-FounderCRD 6001681

Contacts

1 of 1
  • ANDREW SMITH

    President, CCOCRD 7532907

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
1400 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth