SWEETWATER FINANCIAL ADVISORS, LLC

SWEETWATER FINANCIAL ADVISORS, LLC of SUGAR LAND, TX is an SEC-registered investment adviser (CRD 118372). Regulatory assets under management: $84.4M.

Registration

• CRD: 118372
• SEC file number: 801-62459
• Type: Registered investment adviser
• Location: 4655 SWEETWATER BLVD., SUGAR LAND, TX, 77479
• Phone: 281-491-3333
• Latest filing: 2026-02-28
• Regulatory AUM: $84.4M
• Discretionary AUM: $82.8M
• Non-discretionary AUM: $1.6M
• Clients: 3
• Accounts: 1,094

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118372 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search