A complete list of active advisors currently associated with Texwealth

Warmer can help you find a great advisor at Texwealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Texwealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Tarsha	Plano, TX	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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