Brazos Wealth Advisors LLC
● SEC registered since 2024CRD 323508SEC# 801-130548Fort Worth, TX
Reg. AUM
$183.7M
Employees
3
Accounts
425
Location
Fort Worth, TX
Brazos Wealth Advisors LLC assets under management
Brazos Wealth Advisors LLC is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2024. It reports $183.7 million in regulatory assets under management and employs 3 people.
Brazos Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek William Dansby Control | Owner / Chief Compliance Officer | 50-75% | 2022 |
| Robert Wesley Shannon Control | Owner | 50-75% | 2022 |
Frequently asked questions
How much does Brazos Wealth Advisors LLC manage?
Brazos Wealth Advisors LLC reports $183.7 million in regulatory assets under management on its Form ADV.
How many employees does Brazos Wealth Advisors LLC have?
Brazos Wealth Advisors LLC reports 3 employees.
Where is Brazos Wealth Advisors LLC located?
Brazos Wealth Advisors LLC is based in Fort Worth, TX and has been SEC-registered since 2024.
Does Brazos Wealth Advisors LLC disclose fund performance?
Brazos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2833 Crockett St., Ste.102, Fort Worth, TX 76107 |
| Phone | 682-350-1055 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.7M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$183.7Mregulatory AUM
Discretionary $170.7MNon-discretionary $13M