HOUSTON WEALTH MANAGEMENT

Overview

Houston Wealth Management is a small, independent registered investment adviser focused on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm runs a fee structure that combines a percentage-of-AUM model with hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment activity shows a clear equity tilt: exchange-traded equities are the dominant asset class in client portfolios. The firm manages the majority of assets on a discretionary basis, which indicates active portfolio implementation and regular rebalancing. Houston Wealth Management is not positioned as a capital allocator; instead it uses third-party managers for alternative exposures. The firm does not identify as an active ESG investor and operates on a single-state footprint rather than a multistate advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices