Houston Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 168715
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.29%
- HNWI32.71%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Houston Wealth Management is an independent, owner-operated registered investment advisory firm that serves individuals and families. The firm provides financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its billing mixes asset-based fees with hourly and flat-fee engagements. Houston Wealth Management does not self-identify as an ESG investor, does not act as a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents25%
- US Government Bonds10%
Contacts
1 of 1
Craig Parks
Founder & Wealth AdvisorCRD 4806241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1035 Dairy Ashford Rd
- Time zone
- CT (UTC-6)
- Office locations
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