Texwealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TexWealth is an independent registered investment adviser that provides ongoing portfolio management and related planning services to individuals and high‑net‑worth individuals, including retirement accounts for which it acknowledges ERISA/IRC fiduciary duties. The firm prepares an Investment Policy Statement for each client and implements tailored plans through discretionary portfolio management when authorized.
The firm’s investment approach combines modern portfolio theory and fundamental analysis with charting (technical) analysis and relies primarily on long‑term trading implemented through ETFs, mutual funds, equities, REITs and Treasury inflation‑protected securities. TexWealth uses model allocations as a starting point, documents client risk tolerance in a written IPS, and seeks to allocate investment opportunities fairly across client accounts.
Noteworthy aspects include a requirement that clients custody assets at Charles Schwab Advisor Services and a stated policy not to aggregate (block) trades for multiple client accounts, a practice that can affect execution and pricing relative to peers that bunch orders. The firm reports roughly $55.6 million in discretionary assets across a small client base and was established in 2024, reflecting a relatively concentrated, higher‑net‑worth client focus while maintaining no stated account minimum.
Client services
Expertise
Fee options
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Main office
Plano TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Texwealth · Texwealth 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.
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