HONOR WEALTH MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
- US Government Bonds1%
- Other1%
Contacts
1 of 1Daniel Ure
Owner, Investment Advisor RepresentativeCRD 5870484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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