RIA Intel›Advisers›Texas›INAEYA WEALTH MANAGEMENT LLC

INAEYA WEALTH MANAGEMENT LLC

Advisory

TX

Data as of Feb 21, 2026 · Source: SEC Form ADV

Rank in TX

#1,981

of 2,813 advisers by AUM

Average account

$300K

across 100 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 21, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees1

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

80 clients

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.

ERASMUS GROUP, LP

$30M

CONSORTIUM INVESTMENTS, LTD.

$30M

CATAMOUNT CAPITAL LLC

$30M

SARACEN ENERGY EQUITIES ADVISORS LLC

$30M

SRP INVESTMENT MANAGEMENT LP

$30M

CIMARRON CAPITAL MANAGEMENT, LLC

$30M

Get the full picture on INAEYA WEALTH MANAGEMENT LLC

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

Create a free account →See plans