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DANNY ROBLES VISION WEALTH ADVISORS LLC

Advisory

LUBBOCK, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#2,312

of 2,813 advisers by AUM

Average account

$58K

across 203 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients203

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

203 clients

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

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