Manske Wealth Management, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 164401
- Registered since
- February 24, 2014
- Website
- manskewealth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals95.05%
- Pension & Profit Sharing Plans4.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Manske Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 2014 and operates as an individual-owned LLC. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also selects third‑party advisers. Its client work centers on financial planning and discretionary portfolio management across individuals, small businesses, and institutional/business clients. Compensation is a mix of percentage-of-AUM and fixed fees. The firm is not an active ESG investor and is not registered as a multistate adviser. Manske was included on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
Contacts
3 of 10
Chance Burroughs
Financial AdvisorCRD 6854726
Diane Bambace
Financial AdvisorCRD 7077495
Zachary Welborn
Vice PresidentCRD 6722972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$232M in ETFs
80%
$185M
19%
$46.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $70.7M | 190,946 | 30.48% |
Location
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
- 1010 N San Jacinto St
- Time zone
- CT (UTC-6)
- Office locations
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