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TUBREAUXS WEALTH & LEGACY SOLUTIONS LLC

Advisory

JASPER, TX

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in TX

#2,295

of 2,813 advisers by AUM

Average account

$137K

across 92 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

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

35 clients

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

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