MANSKE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 164401
- Registered since
- February 24, 2014
- Website
- manskewealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals95.05%
- Pension & Profit Sharing Plans4.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Manske Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual/family clients and institutional accounts, charging a mix of percentage-of-AUM and fixed fees. Advisory services listed on the ADV include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm describes itself as a capital allocator, which aligns with its use of third‑party alternative managers. Manske Wealth Management was recognized on FA Magazine’s Top RIA Firms list in 2020. The ADV indicates the firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Contacts
3 of 10Chance Burroughs
Financial AdvisorCRD 6854726
Diane Bambace
Financial AdvisorCRD 7077495
Zachary Welborn
Vice PresidentCRD 6722972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$202M in ETFs
79%
$159M
21%
$43.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $59.5M | 185,502 | 29.44% |
Location
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
- 1010 N San Jacinto St
- Time zone
- CT (UTC-6)
- Office locations
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