RIA IntelAdvisersTexasHOUSTON WEALTH ADVISERS, LLC.

HOUSTON WEALTH ADVISERS, LLC.

Advisory

HOUSTON, TX

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in TX
#1,684
of 2,813 advisers by AUM
Average account
$106K
across 542 accounts
AUM per adviser
$57M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$57M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$57M
Discretionary AUM$43M
Non-Discretionary AUM$14M
Discretionary %75.3%
Total Clients236
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
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.

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