RIA Intel›Advisers›Texas›THERAWEALTH, LLC

THERAWEALTH, LLC

Advisory

TX

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in TX
#2,391
of 2,813 advisers by AUM
Average account
$198K
across 42 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM
$8M
Discretionary %
0%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$0
Non-Discretionary AUM$8M
Discretionary %0%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

HOOVER CAPITAL MANAGEMENT, LLC
SOUTHLAKE, TX
$8M
F3 WEALTH MANAGEMENT, LLC
$8M
FRUIT OF THE VINE FINANCIAL, LLC
NEW BRAUNFELS, TX
$8M
LEWIS WEIL COMPANY LLC
AUSTIN, TX
$8M
QHH CAPITAL MANAGEMENT, LLC
$8M
MINDFUL INVESTING LLC
$8M

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