# SUCRE'-VAIL WEALTH ADVISORS

SUCRE'-VAIL WEALTH ADVISORS of HOUSTON, TX is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 114679
- Type: SEC-registered investment adviser
- SEC file number: 801-63217
- Location: 16862 ROYAL CREST DRIVE, HOUSTON, TX, 77058
- Phone: 281 286-9991
- Latest filing: 2026-03-13
- Regulatory AUM: $55.8M
- Non-discretionary AUM: $55.8M
- Clients: 4
- Accounts: 109

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SUCRE-VAIL MARGARET ROSE | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SUCRE-VAIL MARGARET R | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114679/similar
- Related entities: https://search.stillhousedata.com/firm/114679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114679

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.