Houston Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Houston Wealth Management is a small, independent registered investment adviser that serves individuals, trusts, estates, charitable organizations, foundations, corporations and other business entities. The firm offers integrated wealth management services including personalized portfolio management, financial planning, and financial consulting on either a project or ongoing basis.
The firm structures portfolios on a discretionary or nondiscretionary basis after a discovery process that considers clients’ goals, risk tolerance, time horizon, tax status and liquidity needs, and provides ongoing supervision and periodic plan reviews. It may include private investments (real estate, private equity or similar offerings) for clients who qualify as accredited investors; such private placements require client documentation and are not managed on a discretionary basis by the firm.
As a solo-advisor practice managing a small client base (approximately 16 clients and about $6.7 million in assets under management), the firm emphasizes direct advisor–client engagement and conducts educational seminars and workshops, a service that is less common among peers. The firm typically recommends custody through an institutional broker–dealer relationship that supplies trading, research and technology services and discloses receipt of certain non‑cash benefits, including possible seminar-related reimbursements.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $2,000 to $5,000; fixed portfolio management fees possible and negotiated
$0 - $500,000: 1.5% annually (maximum) $500,000 - $2,000,000: 1.0% annually (maximum) $2,000,000 - $5,000,000: 0.5% annually (maximum) $5,000,000+: Negotiable
Financial planning/consulting at $200 per hour
Account minimum: $200,000 Minimum fee: Minimum annual fee of $3,000 for Portfolio Management Services Fee-only: Portfolio management fees and financial planning/consulting fees only; no commissions received
Main office
1035 Dairy Ashford, Suite #222
Houston TX 77079
Advisors at this office
1
Most active in
Texas
Also doing business as
Houston Wealth Management · Houston Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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