HOUSTON WEALTH MANAGEMENT

HOUSTON WEALTH MANAGEMENT of HOUSTON, TX is an SEC-registered investment adviser (CRD 168715). Regulatory assets under management: $6.7M.

Registration

• CRD: 168715
• Type: Registered investment adviser
• Location: 1035 DAIRY ASHFORD, SUITE #222, HOUSTON, TX, 77079
• Phone: 281-372-8410
• Latest filing: 2026-03-31
• Regulatory AUM: $6.7M
• Discretionary AUM: $5.2M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168715 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search