Therawealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TheraWealth advises individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and estate‑planning services, and it also assists clients with 401(k) investment selection. Its investment advice is generally limited to mutual funds, fixed income, real estate funds (including REITs), insurance products (including annuities), equities, ETFs, TIPS, commodities, and non‑U.S. securities.
The firm delivers non‑discretionary portfolio management built around a written Investment Policy Statement, and it executes transactions only after obtaining client approval while performing at least annual account reviews. Its methods of analysis include charting, cyclical and technical analysis, fundamental analysis, and modern portfolio theory, and it generally pursues a long‑term trading orientation while disclosing the risks of the strategies used.
Noteworthy differences from many independent peers are its affiliated insurance and broker‑dealer activities: a firm principal maintains insurance and broker‑dealer registrations and the brochure discloses that commissions for insurance product sales are received and documented as conflicts of interest. The firm also reports virtually all assets as non‑discretionary (approximately $8.3 million) and uses a third‑party scrivener service for estate‑planning document preparation, which can influence how recommendations are implemented.
Client services
Expertise
Fee options
Flat fees for estate planning services: Will-Based Plan $625, Trust-Based Plan $985, Powers-Only Plan $200, Deed Filing Add-On $400
$0 - $250,000: 1.15% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.55%
Insurance sales commissions accepted by certain supervised persons, but commissions are not primary source of advisory compensation
Fee-only: Fixed fees for financial planning between $500 and $20,000; flat fees for estate planning ranging from $200 to $985 plus optional add-ons
Main office
Southlake TX
Advisors at this office
1
Most active in
Texas
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.
Forms ADV
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