Texwealth
19yrs
Top 20% by experience in Plano
About the firm
A registered investment advisory firm. It manages about $55.6 million for roughly 25 individual clients. Services include investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$2.22 million
Assets under management ?$55.6 million
Individual clients25
Median years of experience19
FoundedNot stated
Services
Investment management for individuals and small businesses
Advisors at Texwealth
1Advisors
19Median years of experience
1States with offices
1Offices
Also known as
Texwealth LLC
About Texwealth
How do I contact Texwealth?
Call the main office at 9729049060. The main office is at , .
How is Texwealth 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 Texwealth offer?
Investment management for individuals and small businesses.
How many advisors work at Texwealth?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.