Styre Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$204,863,094
Clients
194
Advisors
1
of 6 employees
About
Styre Wealth manages approximately $250.8 million for about 194 clients and serves individuals, families, and institutional retirement plans, with a noted focus on high-net-worth clients who have tax concerns, liquidity needs, or a desire to align investments with faith and family values. The firm offers discretionary asset management as well as retirement plan consulting (including 3(21)/3(38) fiduciary support), estate-plan consulting, financial planning, and business advisory services.
Investment selection is research-driven and price-sensitive, using both qualitative and quantitative analysis, proprietary pricing models, and diversification guided by Modern Portfolio Theory and risk‑adjusted benchmarks. Portfolios may employ a range of strategies in separately managed accounts — including long- and short-term trading, margin and securities‑backed loans, and options trading (covered, uncovered, and spreading strategies) — and the firm may shift to defensive allocations when market conditions warrant.
Distinctive features noted in the brochure include the firm’s use of derivatives within separately managed accounts, an approach that is uncommon among peers, and an affiliated insurance agency, Styre Risk Management, LLC, that offers limited insurance products (long‑term care, term life, and disability) through licensed employees; the firm documents potential conflicts of interest and informs clients they are under no obligation to purchase. The brochure also discloses practices such as consideration of mutual fund 12b‑1 share classes for tax or availability reasons and participation in the Schwab Institutional program for custody and trade execution.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Business consulting and financial planning may be charged a flat fee depending on the scope and level of service
$0+: Private Clients individual equity strategies: 0.45% to 1.65% $0+: Private Clients fixed income strategies: 0.25% to 0.65% $0+: Private Clients mutual funds: 0.85% to 1.35% $0+: Private Clients money market strategies: 0.10% $0+: Education Savings Accounts: 0.35% annually $0+: Business Retirement Plan Consulting: 0.50% annually
Hourly fees for business consulting and financial planning are negotiated and invoiced upon completion
Account minimum: $500,000 Minimum fee: Business Retirement Plan Consulting minimum fee of $2,500 quarterly
Main office
1517 8th Ave
Fort Worth TX 76104
Advisors at this office
1
Most active in
Florida · Louisiana · Oklahoma · Texas
Also doing business as
Styre Retirement · Styre Wealth · The Rudd Company, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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