Houston Wealth Advisers, LLC

Overview

Houston Wealth Advisers, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary and non‑discretionary portfolio management for individuals, families and small-business clients; it also lists institutional clients among its client base. Its fee model includes percentage-of-AUM charges and other fee arrangements. The adviser does not market itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives