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Texas Family Wealth, LLC

● SEC registered since 2023CRD 327332SEC# 801-128585Friendswood, TX
Export (members)
Reg. AUM
$228.8M
Employees
6
Accounts
975
Location
Friendswood, TX

Texas Family Wealth, LLC assets under management

Texas Family Wealth, LLC is an SEC-registered investment adviser based in Friendswood, TX. The firm has been registered since 2023. It reports $228.8 million in regulatory assets under management and employs 6 people.

Texas Family Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Harris Brett Hanson ControlPrincipal And Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Texas Family Wealth, LLC manage?

Texas Family Wealth, LLC reports $228.8 million in regulatory assets under management on its Form ADV.

How many employees does Texas Family Wealth, LLC have?

Texas Family Wealth, LLC reports 6 employees.

Where is Texas Family Wealth, LLC located?

Texas Family Wealth, LLC is based in Friendswood, TX and has been SEC-registered since 2023.

Does Texas Family Wealth, LLC disclose fund performance?

Texas Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address161 W Shadowbend Avenue, Suite 101, Friendswood, TX 77546
Phone(281) 482-3100
Office hours8:30a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225M
Non-discretionary$3.8M
Total (RAUM)$228.8M