BRAZOS WEALTH ADVISORS LLC

BRAZOS WEALTH ADVISORS LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 323508). Regulatory assets under management: $183.7M.

Registration

• CRD: 323508
• SEC file number: 801-130548
• Type: Registered investment adviser
• Location: 2833 CROCKETT ST., STE.102, FORT WORTH, TX, 76107
• Phone: 682-350-1055
• Latest filing: 2026-03-16
• Regulatory AUM: $183.7M
• Discretionary AUM: $170.7M
• Non-discretionary AUM: $13.0M
• Clients: 3
• Accounts: 425

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323508 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search