Texas Family Wealth, LLC
● SEC registered since 2023CRD 327332SEC# 801-128585Friendswood, TX
Reg. AUM
$257M
Employees
7
Accounts
1,074
Location
Friendswood, TX
Texas Family Wealth, LLC assets under management
Texas Family Wealth, LLC is an SEC-registered investment adviser based in Friendswood, TX. The firm has been registered since 2023. It reports $257 million in regulatory assets under management and employs 7 people.
Texas Family Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harris Brett Hanson Control | Principal And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Texas Family Wealth, LLC manage?
Texas Family Wealth, LLC reports $257 million in regulatory assets under management on its Form ADV.
How many employees does Texas Family Wealth, LLC have?
Texas Family Wealth, LLC reports 7 employees.
Where is Texas Family Wealth, LLC located?
Texas Family Wealth, LLC is based in Friendswood, TX and has been SEC-registered since 2023.
Does Texas Family Wealth, LLC disclose fund performance?
Texas Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 161 W Shadowbend Avenue, Suite 101, Friendswood, TX 77546 |
| Phone | (281) 482-3100 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$257M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$257Mregulatory AUM
Discretionary $255.7MNon-discretionary $1.2M