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TEXAS FAMILY WEALTH, LLC
CRD 327332 · SEC 801-128585
161 W SHADOWBEND AVENUE, SUITE 101, FRIENDSWOOD, TX, 77546, United States
Phone
(281) 482-3100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.0M
Discretionary AUM
$255.7M
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1060 | $216.3M |
| High net worth individuals | 12 | $40.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD