RIA Intel›Advisers›Texas›TEXWEALTH LLC

TEXWEALTH LLC

Advisory

TX

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in TX

#1,694

of 2,813 advisers by AUM

Average account

$540K

across 103 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

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.

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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

25 clients

6 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.

MUELLER WEALTH, LLC

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ADVANCED FINANCIAL PLANNING, L.P.

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SUCRE-VAIL, INC

$56M

RANGER INTERNATIONAL MANAGEMENT (TX), LP

$55M

OLYMPUS CAPITAL, LLC

$55M

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