TEXAS FAMILY WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$256,979,997
Discretionary
$255,749,818
Non-discretionary
$1,230,179
Firm details
- CRD number
- 327332
- SEC file number
- 801-128585
- Main office
- FRIENDSWOOD, TX, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://texasfamilywealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.