SUCRE'-VAIL WEALTH ADVISORS

SUCRE-VAIL, INC

CRD 114679 · SEC 801-63217

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16862 ROYAL CREST DRIVE, HOUSTON, TX, 77058, United States

Phone

281 286-9991

Fax

281-280-0202

Registration

— (—)

Source

State registered

Total AUM

$55.8M

Discretionary AUM

Team

4 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersHOURLY CONSULTING ON MATTERS SUCH AS OBTAINING LOANS, MORTGAGES, ETC.

Client types

Type	Clients	AUM
Individuals	46	$17.8M
High net worth individuals	15	$37.0M

All web addresses on file

https://www.facebook.com/sucrevailwa/
HTTPS://WWW.SUCREVAILWA.COM
https://www.linkedin.com/company/sucre-vail-wealth-advisors/

Official SEC filing: View on IAPD