HOUSTON WEALTH ADVISERS, LLC.

HOUSTON WEALTH ADVISERS, LLC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 299442). Regulatory assets under management: $57.4M.

Registration

• CRD: 299442
• Type: Registered investment adviser
• Location: 13231 CHAMPION FOREST, SUITE 200, HOUSTON, TX, 77069
• Phone: 281-440-9700
• Latest filing: 2026-03-23
• Regulatory AUM: $57.4M
• Discretionary AUM: $43.2M
• Non-discretionary AUM: $14.2M
• Clients: 1
• Accounts: 542

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, 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 299442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search