RIA Intel›Advisers›Texas›MACKWANI & ASSOCIATES WEALTH MANAGEMENT, LLC

MACKWANI & ASSOCIATES WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in TX

#2,179

of 2,813 advisers by AUM

Average account

$121K

across 150 accounts

AUM per adviser

$5M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients98

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, NJ, 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

98 clients

34 high-net-worth

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

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