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Inscription Family Office, LLC

● SEC registered since 2019CRD 301900SEC# 801-116726Houston, TX
Export (members)
Reg. AUM
Employees
4
Accounts
Location
Houston, TX

Inscription Family Office, LLC assets under management

Inscription Family Office, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2019. It employs 4 people.

Inscription Family Office, LLC owners & executives

10 reported
NameTitleOwnershipSince
Alvaro Trullenque ControlManaging Member & Chief Compliance Officer50-75%2019
Merchant Wealth Management Holdings, LLCOwner5-10%2019
Moe, Inc.Member10-25%2019
Oeb Wealth Holdings, Inc.Member10-25%2019
Psmc Interests, Inc.Member10-25%2019
Brian James Bova ControlOwnerOver 75%2019
David L Eustis Jr. ControlOwnerOver 75%2019
Marc Paul Oster ControlOwnerOver 75%2019
Merchant Investment Management Holdings LLCMemberOver 75%2017
Merchant Investment Management, LLCMemberOver 75%2017

Frequently asked questions

How many employees does Inscription Family Office, LLC have?

Inscription Family Office, LLC reports 4 employees.

Where is Inscription Family Office, LLC located?

Inscription Family Office, LLC is based in Houston, TX and has been SEC-registered since 2019.

Does Inscription Family Office, LLC disclose fund performance?

Inscription Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2925 Richmond Avenue, Suite 425, Houston, TX 77098
Phone832-649-7700
Office hours9:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

How this firm compares

EmployeesTop 69%
More than 31% of 16,824 advisers