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COMAL WEALTH MANAGEMENT LLC

Advisory

NEW BRAUNFELS, TX

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in TX

#1,938

of 2,813 advisers by AUM

Average account

$313K

across 105 accounts

AUM per adviser

$33M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM

$33M

Discretionary %

100%

Clients

41

Employees

1

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$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

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

41 clients

20 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.

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CRESTVIEW WEALTH MANAGEMENT, LLC

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SARMAYA PARTNERS, LLC

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FUNDAMENTAL ADVISORS, INC.

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