M&A WEALTH

M&A WEALTH is an SEC-registered investment adviser (CRD 299284). Regulatory assets under management: $18.1M.

Registration

• CRD: 299284
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299284 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search