| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek William Dansby Control | Owner / Chief Compliance Officer | 50-75% | 2022 |
| Robert Wesley Shannon Control | Owner | 50-75% | 2022 |
Brazos Wealth Advisors LLC reports $130.8 million in regulatory assets under management on its Form ADV.
Brazos Wealth Advisors LLC reports 2 employees.
Brazos Wealth Advisors LLC is based in Fort Worth, TX and has been SEC-registered since 2024.
Brazos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2833 Crockett St., Ste.102, Fort Worth, TX 76107 |
| Phone | 682-350-1055 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $130.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $130.8M |