HONOR WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$54.8M
Discretionary
$54.8M
100% of AUM
Avg account
$162K
Accounts
338
Employees
2
Advisory reps
1

Firm details

Headquarters
TOMBALL, Texas
CRD number
336450
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals94.54%
  • HNWI5.46%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Honor Wealth Management, LLC is a small, privately owned advisory firm organized as an LLC that provides portfolio management primarily to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and acts as a capital allocator, including selecting third‑party advisers to implement portions of client portfolios. Its published advisory activities emphasize discretionary portfolio management for individual and small business clients and manager selection rather than large institutional consulting. Honor Wealth Management is not positioned as an ESG investor and does not identify as a multi‑state adviser. The firm lists an affiliation with a law firm and operates under individual ownership rather than as a related adviser or part of a larger wirehouse/network. Its service model and business classification are compact and focused on retail‑style wealth management rather than pension consulting or institutional advisory mandates.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%, US Government Bonds 1%, Other 1%94%
  • Public Funds/Mutual Funds94%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities1%
  • US Government Bonds1%
  • Other1%

Contacts

1 of 1
  • Daniel Ure

    Owner, Investment Advisor RepresentativeCRD 5870484

Wealth teams

FINTRX

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

TOMBALL, TX

HARRIS

Location

TOMBALL, TX

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

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
18702 FM 2920 Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth