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CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC
CRD 162673 · SEC 801-136215
1801 N. LAMAR ST., SUITE 550, DALLAS, TX, 75202, United States
Phone
(214) 234-9503
Fax
(469) 461-5511
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.3M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PROJECT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $7.8M |
| High net worth individuals | 19 | $130.0M |
| Charitable organizations | 1 | $1.5M |
States served
AR, TX
All web addresses on file
Official SEC filing: View on IAPD