COLLINS WEALTH MANAGEMENT

COLLINS WEALTH MANAGEMENT of SUGAR LAND, TX is an SEC-registered investment adviser (CRD 314610). Regulatory assets under management: $3.6M.

Registration

• CRD: 314610
• Type: Registered investment adviser
• Location: 14090 SOUTHWEST FREEWAY SUITE 300, SUGAR LAND, TX, 77478
• Phone: 281-766-4850
• Latest filing: 2026-03-02
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.4M
• Non-discretionary AUM: $175K
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Fixed.

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 314610 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search