HOUSTON WEALTH ADVISERS, LLC.

Overview

Houston Wealth Advisers, LLC is an independent registered investment adviser organized as a limited liability company that serves both individual and family clients as well as select institutional relationships. The firm’s practice centers on financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside other fee arrangements, and the firm does not identify as an active ESG investor. Investment activity tilts toward public-market pooled vehicles as the primary building blocks of client portfolios, supplemented by third‑party alternatives and insurance‑based products where appropriate. Portfolios mix discretionary management—where the firm makes ongoing trading and allocation decisions—with non‑discretionary accounts that retain client approval for trades and strategy adjustments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices