MUCH WEALTH MANAGEMENT, INC.

MUCH WEALTH MANAGEMENT, INC. of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 150356). Regulatory assets under management: $37.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 150356
• Type: Registered investment adviser
• Location: 640 N CARROLL AVE, SOUTHLAKE, TX, 76092
• Phone: (866) 677-1600
• Latest filing: 2026-03-30
• Regulatory AUM: $37.1M
• Discretionary AUM: $31.6M
• Non-discretionary AUM: $5.5M
• Clients: 3
• Accounts: 235

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search