RIA Intel›Advisers›Texas›HAYWOOD WEALTH MANAGEMENT, LLC

HAYWOOD WEALTH MANAGEMENT, LLC

Advisory

HOUSTON, TX

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in TX

#2,318

of 2,813 advisers by AUM

Average account

$145K

across 78 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA, 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

37 clients

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

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