HOMAGE WEALTH GROUP LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 340589
- Registered since
- February 27, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.27%
- Charitable Organizations7.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Homage Wealth Group LLC is a newly formed limited liability company that completed SEC registration in 2026 and is owned by an individual. The firm is classified as unclassified in the source data and is identified as a capital allocator, which alongside its listed advisory activities suggests it intends to manage portfolios directly and to hire or select outside managers where appropriate. Stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — indicating flexibility for both ongoing portfolio relationships and project- or planning-focused engagements. The data flags Homage Wealth Group as not actively pursuing ESG investing, not operating as a multi-state adviser, not acting as a pension consultant, and not being affiliated with a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1LINDSAY STRATTAN
CEO and Co-FounderCRD 6001681
Contacts
1 of 1ANDREW SMITH
President, CCOCRD 7532907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1400 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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