Texwealth
RIAState Registered
Total AUM
$55.6M
Discretionary
$55.6M
100% of AUM
Avg account
$540K
Accounts
103
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328912
- Website
- texwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.01%
- Individuals8.99%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Texwealth LLC is an independent, individual-owned registered investment adviser that manages portfolios for individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management rather than institutional pension work or multi-state advisory services. Texwealth does not market itself as an ESG-focused manager and is not set up as a capital allocator or related adviser to other firms.
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
1 of 1
Daniel Tarsha
Wealth AdvisorCRD 5025693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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