Position Wealth
28yrs
Top 18% by experience in Texas
Position Wealth
The Woodlands, TX. Legal name: Position Wealth LLC
About the firm
A registered investment advisory firm based in The Woodlands, Texas, with about 2 offices. It manages about $242 million for roughly 215 individual clients. Services include investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$1.13 million
Assets under management ?$242 million
Individual clients215
Median years of experience17
FoundedNot stated
Services
Investment management for individuals and small businessesChoosing other investment managers
Advisors at Position Wealth
3Advisors
17Median years of experience
1States with offices
2Offices
Also known as
Position Wealth LLC
About Position Wealth
How do I contact Position Wealth?
Call the main office at (281) 968-2780. The main office is at 2001 Timberloch Place Suite 500, The Woodlands, TX 77380.
How is Position Wealth paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Position Wealth offer?
Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Position Wealth?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.