Therawealth, LLC

Overview

Therawealth, LLC is an independently owned limited liability company that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and incorporates insurance products into its advisory mix. Its client-facing fees are a combination of percentage-of-assets and fixed-fee arrangements. Therawealth is state-registered in Texas and is structured to deliver advice primarily on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices