RIA Intel›Advisers›Texas›323 WEALTH MANAGEMENT, LLC

323 WEALTH MANAGEMENT, LLC

Advisory

FLOWER MOUND, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX

#1,381

of 2,813 advisers by AUM

Average account

$562K

across 193 accounts

AUM per adviser

$109M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$109M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$109M

Discretionary AUM$109M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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