Manske Wealth Management, LLC

RIASEC Registered

Total AUM

$707M

Discretionary

$707M

100% of AUM

Avg account

$1.4M

Accounts

502

Employees

13

Advisory reps

10

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

FINTRX

Overview

Manske Wealth Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee model combines percentage-of-AUM billing with fixed-fee engagements. The firm does not identify as an active ESG investor. Manske was named among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds60%
Exchange Traded Equities20%
Cash & Cash Equivalents10%
US Government Bonds5%
Investment Grade Corp Bonds5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 63

Active vs passive

$243M in ETFs

Passive

81%

$197M

Active

18%

$46.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$75.9M	202,730	31.16%

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Primary office

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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