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Tsa Wealth Management LLC

● SEC registered since 2022CRD 323123SEC# 801-126689Houston, TX
Export (members)
Reg. AUM
$300.5M
Employees
3
Accounts
658
Location
Houston, TX

Tsa Wealth Management LLC assets under management

Tsa Wealth Management LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2022. It reports $300.5 million in regulatory assets under management and employs 3 people.

Tsa Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Austin Gentry Marrs ControlManaging Member10-25%2022
Crystal Allison McKeon ControlChief Compliance OfficerUnder 5%2022
Jonathan Harrison Swanburg ControlManaging MemberOver 75%2022

Frequently asked questions

How much does Tsa Wealth Management LLC manage?

Tsa Wealth Management LLC reports $300.5 million in regulatory assets under management on its Form ADV.

How many employees does Tsa Wealth Management LLC have?

Tsa Wealth Management LLC reports 3 employees.

Where is Tsa Wealth Management LLC located?

Tsa Wealth Management LLC is based in Houston, TX and has been SEC-registered since 2022.

Does Tsa Wealth Management LLC disclose fund performance?

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

Contact & registration

Address5718 Westheimer Road, Suite 950, Houston, TX 77057
Phone(713) 735-9217
Fax(713) 735-9229
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$300.5M
Non-discretionary$0
Total (RAUM)$300.5M