Houston, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
15 Wealth Advisors LLC
Team
Firm-wide stats for 15 Wealth Advisors LLC
About
15 Wealth Advisors serves individual and high‑net‑worth clients as well as pension and corporate clients, providing investment advisory services, financial planning, and employer planning engagements. Each service is documented under a separate written agreement, and clients can engage any combination of the firm’s three service lines independently.
The firm offers discretionary portfolio management that is tailored to client goals and risk profiles, relying primarily on ETFs and using model allocations alongside customized recommendations; it may allocate to third‑party managers, private funds, and, on a limited basis, options strategies. 15 Wealth describes a multi‑disciplinary investment process that includes fundamental, quantitative, technical, and modern‑portfolio‑theory approaches, and emphasizes ongoing monitoring and fair allocation across client accounts.
What is distinctive about 15 Wealth compared with many team advisors is its ownership and affiliation structure — the firm is owned by WealthFusion, LLC and is commonly owned with an affiliated insurance agency — and its role as a sponsor of a wrap fee program, arrangements that create referral and compensation relationships not typical for most peers. The firm also requires custody through LPL Financial (limiting available products to LPL‑approved offerings) and provides employer‑level services, including per‑employee workplace financial planning coupled with plan‑level retirement consulting, which together form a broader workplace offering than many similarly sized teams.
Based on 15 Wealth Advisors LLC
Expertise
Based on 15 Wealth Advisors LLC
Location
24 Greenway Plaza, Ste 1800 O
Houston TX 77046
Advisors at this office
3
Advisors at this office
Miranda O
Series 63, Series 65
Houston, TX
15 Wealth Advisors LLC
Miranda O'Keefe is a financial advisor with 29 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Charles Schwab, VALIC Financial Advisors, and Invesco Advisers. Outside of her advisory role, she is involved with Wealth Fusion Inc., a non-investment-related business entity. 15 Wealth Advisors serves individual and high-net-worth clients, as well as pension and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focused on tailored discretionary portfolio management primarily using ETFs, supplemented by third-party managers and specialized strategies.
Christopher H
Series 66
Houston, TX
15 Wealth Advisors LLC
Christopher Hassell is a financial advisor with 5 years of industry experience, currently with 15 Wealth Advisors LLC in Houston, TX. He holds the Series 66 designation and has worked previously at firms including LPL Financial LLC and VALIC Financial Advisors Inc. Outside of his advisory role, Hassell is the owner of Cafe Siena, a coffee business. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory, financial planning, and employer planning services. The firm employs a multi-disciplinary investment process focusing on discretionary portfolio management primarily using ETFs, model allocations, and customized recommendations, while providing employer-level workplace financial planning and retirement consulting.
Bradley B
ChFC®, Series 63, Series 66
Houston, TX
15 Wealth Advisors LLC
Bradley Bruna is a financial advisor at 15 Wealth Advisors LLC with 20 years of industry experience. He holds the ChFC® designation and has previously worked with firms including AIG Valic and LPL Financial. Outside of his advisory work, he is involved in a family business focused on sports collectibles. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients by providing investment advisory, financial planning, and employer planning services. The firm employs a multidisciplinary investment approach that includes discretionary management primarily using ETFs, model allocations, and customized strategies, alongside its role as a wrap fee program sponsor and its provision of workplace financial planning services.
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