RIA Intel›Advisers›Texas›BEE FINANCIAL PARTNERS WEALTH, LLC

BEE FINANCIAL PARTNERS WEALTH, LLC

Advisory

HOUSTON, TX

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in TX

#2,502

of 2,813 advisers by AUM

Average account

$91K

across 56 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$5M

Discretionary %

100%

Clients

24

Employees

2

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$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees2

Investment Advisers2

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

24 clients

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.

GRB CAPITAL MANAGEMENT LLC

DALLAS, TX

$5M

THINK818, LLC

$5M

JASI FINANCIAL, INC.

GRAPEVINE, TX

$5M

DFW WEALTHCARE ADVISORS, LLC

$5M

WEALTH BEYOND MATH LLC

AUSTIN, TX

$5M

ENTORO INVESTMENTS, LLC

HOUSTON, TX

$5M

-25.9% 1Y

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