Texwealth

Overview

Texwealth is a small, equity-biased registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages portfolios on a discretionary basis. Its stated preferences show a clear tilt toward exchange-traded equities as the dominant exposure, supplemented by mutual funds and liquid alternative strategies. Texwealth is not positioned as an ESG investor, is organized as a limited liability company under individual ownership, and operates with a client base that is primarily individuals and families. Investment approach appears centered on tradable equity exposures—implemented via exchange-traded vehicles and separate account structures—while using mutual funds and liquid alternatives to broaden diversification and manage downside or volatility when needed. The adviser’s use of SMAs and a single primary custodian suggests they favor customized, client-level management rather than a platform-only model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices