RIA Intel›Advisers›Texas›ALLEN WEALTH ADVISORS, LLC

ALLEN WEALTH ADVISORS, LLC

Advisory

COLLEYVILLE, TX

Data as of Nov 4, 2025 · Source: SEC Form ADV

Rank in TX

#1,895

of 2,813 advisers by AUM

Average account

$401K

across 93 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Nov 4, 2025.

Total AUM

$37M

Discretionary %

100%

Clients

31

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees3

Investment Advisers3

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

31 clients

13 high-net-worth

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

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Advisers of similar size in TX

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

KRISHNA WEALTH PLANNING LLC

MCKINNEY, TX

$37M

ACRUENCE CAPITAL, LLC

DALLAS, TX

$37M

+69.6% 1Y

GB WEALTH ADVISORS LLC

THE WOODLANDS, TX

$37M

EDEN CAPITAL MANAGEMENT PARTNERS, L.P.

HOUSTON, TX

$37M

-11.5% 1Y

FIDUCIARY FINANCIAL PLANNING GROUP, LLC

$37M

MUCH WEALTH MANAGEMENT, INC.

SOUTHLAKE, TX

$37M

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