Kingwood, TX Kingwood Dr. Office

Team
Updated today

Client AUM

$8,067,557,199

Clients

9,290

Advisors

3

Of 154 advisors across 90 offices

Location

1801 Kingwood Dr., Ste. 160

Kingwood TX 77339

Advisors at this office

3

Advisors at this office

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Christopher S

Series 65

Kingwood, TX

Mutual Advisors, LLC

Christopher Sewell is a financial advisor at Mutual Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at KPMG, Brownline and Braden Advisors, and Avrey Ranch Golf Club. Outside of his advisory role, he is involved in administration and operations at Wise Capital Partners, LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Miriam A

Series 66

Kingwood, TX

Mutual Advisors, LLC

Miriam Angel is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Mutual Advisors, LLC since 2019 and previously held roles at Securities America Advisors Inc. and Williams Financial Group of Kingwood. Outside of her advisory work, she is an owner-partner of Wise Capital Partners, LLC, a non-investment-related business. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individual and institutional clients with a range of services including asset management, financial consulting, and ERISA plan advisory. The firm employs a diverse investment approach combining passive and active strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Christopher W

CFP®, Series 65, Series 63

Kingwood, TX

Mutual Advisors, LLC

Christopher Wise is a CFP®-credentialed financial advisor with Mutual Advisors, LLC, based in Kingwood, TX, and has 10 years of industry experience. His prior work includes roles at Mutual Securities, Inc., and Colony NorthStar. Outside of advisory work, he owns and manages several business ventures, including a music production and entertainment company and an SBA loan assistance firm. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies and supports a broad range of platforms and servicing arrangements.

Annuities Options & derivatives strategies
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