Tsa Wealth Management LLC
● SEC registered since 2022CRD 323123SEC# 801-126689Houston, TX
Reg. AUM
$358.8M
Employees
3
Accounts
666
Location
Houston, TX
Tsa Wealth Management LLC assets under management
Tsa Wealth Management LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2022. It reports $358.8 million in regulatory assets under management and employs 3 people.
Tsa Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Gentry Marrs Control | Managing Member | 10-25% | 2022 |
| Crystal Allison McKeon Control | Chief Compliance Officer | Under 5% | 2022 |
| Jonathan Harrison Swanburg Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Tsa Wealth Management LLC manage?
Tsa Wealth Management LLC reports $358.8 million in regulatory assets under management on its Form ADV.
How many employees does Tsa Wealth Management LLC have?
Tsa Wealth Management LLC reports 3 employees.
Where is Tsa Wealth Management LLC located?
Tsa Wealth Management LLC is based in Houston, TX and has been SEC-registered since 2022.
Does Tsa Wealth Management LLC disclose fund performance?
Tsa Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5718 Westheimer Road, Suite 950, Houston, TX 77057 |
| Phone | (713) 735-9217 |
| Fax | (713) 735-9229 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$358.8M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$358.8Mregulatory AUM
Discretionary $358.8M