RIA Intel›Advisers›Texas›MUCH WEALTH MANAGEMENT, INC.

MUCH WEALTH MANAGEMENT, INC.

Advisory

SOUTHLAKE, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,898

of 2,813 advisers by AUM

Average account

$158K

across 235 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$37M

Discretionary AUM$32M

Non-Discretionary AUM$6M

Discretionary %85.2%

Total Clients118

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, 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

118 clients

35 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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GB WEALTH ADVISORS LLC

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