RIA Intel›Advisers›Texas›GESSNER WEALTH STRATEGIES LLC

GESSNER WEALTH STRATEGIES LLC

Advisory

HOUSTON, TX

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in TX

#1,667

of 2,813 advisers by AUM

Average account

$440K

across 136 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees2

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

39 clients

21 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

PRINCETON INVESTMENT ADVISORS, LLC

$60M

GAGNI ASSET MANAGEMENT LLC

SAN ANTONIO, TX

$60M

RIPLEY CAPITAL MANAGEMENT, LLC

$60M

HAMRICK FINANCIAL, LLC

$60M

THE VIABLE GROUP, INC.

SAN ANTONIO, TX

$60M

MUSTANG CAPITAL MANAGEMENT, LLC.

$60M

Get the full picture on GESSNER WEALTH STRATEGIES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GESSNER WEALTH STRATEGIES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans