MDX WEALTH MANAGEMENT

MDX WEALTH MANAGEMENT of SUGARLAND, TX is an SEC-registered investment adviser (CRD 161309). Regulatory assets under management: $70.3M.

Registration

• CRD: 161309
• Type: Registered investment adviser
• Location: 2245 TEXAS DR, SUGARLAND, TX, 77479
• Phone: 713-877-2526
• Latest filing: 2026-03-18
• Regulatory AUM: $70.3M
• Discretionary AUM: $37.4M
• Non-discretionary AUM: $32.9M
• Clients: 7
• Accounts: 245

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search