Manske Wealth Management, LLC logo

Manske Wealth Management, LLC

Updated today

Client AUM

$672,330,322

Clients

480

Advisors

10

of 13 employees

About

Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities, managing about $707 million for roughly 480 clients through a team of ten advisors. The firm offers standalone financial planning engagements as well as ongoing asset management, typically delivered on an asset-based fee basis.

MWM tailors portfolios to clients’ goals and risk tolerances, using a mix of mutual funds, ETFs, individual stocks and bonds, and, when appropriate, allocations to Independent Managers, hedge funds, and unit investment trusts; the firm measures success against client-specific objectives rather than standard market benchmarks. The brochure describes a multi-method investment analysis (fundamental, technical, and cyclical) and notes quarterly monitoring with at least annual client reviews.

Distinctive features disclosed in the brochure include that MWM is the sponsor and manager of the Manske Wealth Management Wrap Program, offering combined management and brokerage under a single annualized fee, and that some Supervised Persons are registered representatives of a broker‑dealer (PKS) who may receive commissions or 12b‑1 fees with fee‑offset arrangements for certain ERISA accounts. The firm’s brochure also shows a modest $1,500 minimum annual fee, does not indicate a focus on high‑net‑worth clients, and notes the use of third‑party ratings in its marketing, each of which is less common among comparable team firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees for financial planning and consulting generally ranging from $1,000 to $5,000

Percentage

Up to 1.0% annually (varies depending on assets and services)

Commissions

Certain supervised persons may receive brokerage commissions and 12b-1 fees through affiliated broker-dealer

Other

Minimum fee: Minimum annual fee of $1,500, may be waived at firm's discretion Fee-only: Fixed fees for financial planning and consulting generally ranging from $1,000 to $5,000, negotiable

Main office

1010 N. San Jacinto, Suite 200

Houston TX 77002

Advisors at this office

10

Most active in

Texas

Also doing business as

Manske Wealth Management, LLC · Surfside 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

Advisors at this firm

user avatar

Christopher M

CFP®, Series 66

Houston, TX

Manske Wealth Management, LLC

Christopher Manske is a CFP® with 24 years of industry experience and serves as owner and president of Manske Wealth Management, LLC in Houston, TX. He has been with Manske Wealth Management since its founding in 2012 and also maintains a role with Purshe Kaplan Sterling Investments. Manske is the author of the manuscript "Wartime Investing," which explores investment strategies during periods of conflict. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm oversees approximately $608 million in client assets across a seven-advisor team and employs a goal-based approach that integrates fundamental, technical, and cyclical analysis to tailor asset allocations.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Chance B

Series 65

Houston, TX

Manske Wealth Management, LLC

Chance Burroughs is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with five years of industry experience. His prior roles include positions at MML Investors Services, LLC, Mass Mutual Life Insurance Co, and Aflac. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management services to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for about 480 clients through a team of ten advisors, tailoring portfolios using a variety of investment methods and conducting regular client reviews.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Michael B

Series 65

Houston, TX

Manske Wealth Management, LLC

Michael Brinkley is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Manske Wealth Management in 2022, he worked in the mortgage industry with NRL Mortgage and 21st Mortgage. Manske Wealth Management serves individuals, trusts, estates, corporations, and business entities, managing approximately $608 million in client assets. The firm employs a goal-based investment approach, utilizing mutual funds, ETFs, individual securities, and alternative investments tailored to client objectives.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Daylon F

Series 65

Houston, TX

Manske Wealth Management, LLC

Daylon Farmer is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Manske Wealth Management in 2025, he worked at Caddiemaster for three years. Manske Wealth Management offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team, using a goal-based approach and a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Thao H

Series 63, Series 65

Houston, TX

Manske Wealth Management, LLC

Thao Ho is a financial advisor at Manske Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, Mass Mutual Life Insurance Company, New York Life, and Verizon Cellular Sales. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Dylan W

Series 65

Houston, TX

Manske Wealth Management, LLC

Dylan Walther is a financial advisor at Manske Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at TIP Group LLC and The Fitzpatrick Group. Outside of his advisory role, he owns and manages O & W Auto Sales. Manske Wealth Management, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $707 million for around 480 clients and utilizes a multi-method investment approach tailored to client goals and risk tolerances.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Elijah L

Series 65

Houston, TX

Manske Wealth Management, LLC

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Hoang Khoi L

Series 65, Series 63

Houston, TX

Manske Wealth Management, LLC

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Invesco and Nordstrom. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages about $707 million for roughly 480 clients and employs a multi-method investment analysis tailored to client-specific objectives.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Zachary W

Series 65

Houston, TX

Manske Wealth Management, LLC

Zachary Welborn is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2014. Manske Wealth Management provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to portfolio construction, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
user avatar

Diane B

Series 65

Houston, TX

Manske Wealth Management, LLC

Diane Bambace is a financial advisor at Manske Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Invesco for four years and Lululemon for five years. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a goal-based approach to asset allocation, incorporating fundamental, technical, and cyclical analysis, and manages approximately $608 million in client assets across a seven-advisor team.

Wealth management ESG / Sustainable investing Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this firm
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