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NEDRA LOW

Advisory

Data as of Feb 7, 2026 · Source: SEC Form ADV

Rank in TX

#2,441

of 2,813 advisers by AUM

Average account

$607K

across 11 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 7, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InTX

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

3 clients

3 high-net-worth

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

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Advisers of similar size in TX

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

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CLARIFIED WEALTH MANAGEMENT, LLC

AUSTIN, TX

$7M

HOLMAN WEALTH MANAGEMENT, LLC

$7M

HOUSTON WEALTH MANAGEMENT LLC

HOUSTON, TX

$7M

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