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

ARCON WEALTH MANAGEMENT, LLC

Advisory

SOUTHLAKE, TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in TX

#1,930

of 2,813 advisers by AUM

Average account

$545K

across 61 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

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

25 clients

10 high-net-worth

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

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