# M&A WEALTH

M&A WEALTH is an SEC-registered investment adviser.

## Registration

- CRD: 299284
- Type: SEC-registered investment adviser
- Phone: (713) 540-7247
- Latest filing: 2026-08-04
- Regulatory AUM: $18.1M
- Discretionary AUM: $18.1M
- Clients: 6
- Accounts: 150

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299284/similar
- Related entities: https://search.stillhousedata.com/firm/299284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299284

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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.