Texas Wealth Management, LLC

Overview

Texas Wealth Management, LLC is a small, individually owned LLC that positions itself as a financial planning services firm rather than a traditional discretionary asset manager. The firm charges clients on an hourly basis, and its stated advisory activity is financial planning. It is not identified as a multi-state adviser, is not marked as an active ESG investor, and does not operate as a capital allocator or pension consultant according to the available data. The adviser is classified as unclassified in the source material and no SEC registration year is provided.

Assets & Accounts

Investments & Alternatives

Location & Offices