Styre Wealth

RIASEC RegisteredEst. 2017

Total AUM

$251M

Discretionary

$206M

82% of AUM

Avg account

$360K

Accounts

697

Employees

Advisory reps

Firm details

Headquarters: Fort Worth, Texas
CRD number: 289276
Registered since: August 23, 2017
Website: www.styre.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60%
Individuals21.67%
Pension & Profit Sharing Plans17.87%
Charitable Organizations0.42%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Styre Wealth is an independent registered investment adviser organized as an LLC and operating since 2017. Its client roster includes both individuals and families as well as institutional relationships. The firm offers comprehensive advisory services — financial planning, portfolio management for individuals and small businesses, and pension consulting — and also operates as an insurance broker. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not self-identify as an active ESG investor. Styre Wealth appears to focus on discretionary portfolio management while maintaining non-discretionary work as well, supporting a mix of ongoing relationship-based advice and project-based engagements.