TSA Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TSA Wealth Management is an SEC-registered adviser that provides discretionary managed portfolios, written investment strategies, and consulting to individuals (including high-net-worth clients), corporations, and charitable entities. The firm manages roughly $359 million across about 262 client accounts and operates with a small advisory team supporting managed accounts.
The firm tailors portfolios to client objectives and risk tolerance, employing asset-allocation frameworks and a mix of techniques such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, while performing due diligence and quarterly reviews. TSAWM generally charges percentage-of-AUM advisory fees assessed quarterly and recommends using a qualified custodian (the brochure identifies an existing relationship with Charles Schwab) to handle trade execution and reporting.
Distinctive features called out in the brochure include the firm’s provision of educational seminars and workshops for clients and prospects, which is less common among peers, and an explicit disclosure about monitoring operational risks related to third‑party providers that use artificial intelligence and machine learning. The firm’s compact structure — a handful of CFP®-credentialed professionals overseeing a multi-hundred-million-dollar asset base — and inclusion of consulting services within its managed-account offering are also notable relative to many supported advisers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.40% annually $5,000,001 - $10,000,000: 0.30% annually $10,000,001+: 0.20% annually
Account minimum: $500,000 (negotiable)
Main office
5718 Westheimer Road, Suite 950
Houston TX 77057
Advisors at this office
3
Most active in
Florida · Louisiana · New York · Texas
Also doing business as
Tsa Wealth Management · Tsa Wealth Management 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.
Quick links
Advisors at this firm
Jonathan S
CFP®, Series 66
Houston, TX
TSA Wealth Management
Jonathan Swanburg is a CFP® professional working with TSA Wealth Management in Houston, TX, bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc. and Tristar Advisors. He serves as president of FB LAX, a youth sports nonprofit organization. TSA Wealth Management is an SEC-registered advisory firm managing approximately $359 million across 262 client accounts. The firm provides discretionary managed portfolios, written investment strategies, and consulting services tailored to individuals, corporations, and charitable entities.
Crystal M
CFP®, Series 66
Houston, TX
TSA Wealth Management
Crystal Mckeon is a CFP® professional with 16 years of industry experience, currently serving as an advisor at TSA Wealth Management. Her previous roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of finance, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management is an SEC-registered adviser that manages discretionary portfolios and provides consulting services to individuals, corporations, and charitable entities. The firm oversees approximately $359 million across diverse client accounts, tailoring portfolios through asset allocation, technical analysis, and regular reviews.
Austin M
CFP®, Series 66
Houston, TX
TSA Wealth Management
Austin Marrs is a CFP® professional with 14 years of experience in financial advising. He is currently with TSA Wealth Management and has prior experience at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Marrs is also a licensed insurance agent in Texas, involved in researching and presenting insurance products such as annuities. TSA Wealth Management is an SEC-registered advisory firm serving individuals, corporations, and charitable entities with discretionary managed portfolios and consulting. The firm employs a range of investment techniques and provides educational seminars, managing approximately $359 million across a small team of advisors.
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