TSA Wealth Management
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 323123
- Registered since
- September 30, 2022
- Website
- tsawm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.44%
- Individuals13.44%
- Charitable Organizations0.74%
- Corporations / Businesses0.73%
- Pension & Profit Sharing Plans0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
TSA Wealth Management is an independent RIA organized as a limited liability company and registered with the SEC beginning in 2022. The firm focuses on serving individual and family clients on a fee‑based (percentage of AUM) basis and also operates as an insurance broker. Advisory services include financial planning, portfolio management for individuals and small businesses, manager-of-manager selection, and educational seminars. TSA Wealth Management is identified as a capital allocator but does not position itself as an active ESG investor or 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 Funds77%
- Exchange Traded Equities13%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
Owners & executives
1 of 1
Crystal Mckeon
Chief Compliance OfficerCRD 4690796
Contacts
2 of 2
Jonathan Swanburg
Managing Member, PresidentCRD 5713713
Austin Marrs
Managing MemberCRD 5979477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$402M in ETFs
50%
$202M
15%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $50.4M | 573,623 | 12.52% |
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
- 5718 Westheimer Rd
- Time zone
- CT (UTC-6)
- Office locations
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