RIA Intel›Advisers›Texas›IDEOLOGY WEALTH ADVISORS, LLC

IDEOLOGY WEALTH ADVISORS, LLC

Advisory

DALLAS, TX

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in TX

#1,406

of 2,813 advisers by AUM

Average account

$394K

across 265 accounts

AUM per adviser

$35M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$105M

Discretionary AUM$90M

Non-Discretionary AUM$15M

Discretionary %86.1%

Total Clients59

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, 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

59 clients

45 high-net-worth

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

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