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G. H. WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in TX
#2,522
of 2,813 advisers by AUM
Average account
$86K
across 54 accounts
AUM per adviser
$2M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
54
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

DLR ADVISORS LLC
RICHMOND, TX
$5M
-70.6% 1Y
JACHIN & BOAZ ASSET MANAGEMENT, LLC
FRISCO, TX
$5M
MSHC, LLC
SHERMAN, TX
$5M
BASS FINANCIAL, LLC
HOUSTON, TX
$5M
CONCENTIO CAPITAL MANAGEMENT, LLC
DALLAS, TX
$5M
ADVISING FOR LIFE, LLC
$5M

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