TEXAS FAMILY WEALTH, LLC
Adviser information for TEXAS FAMILY WEALTH, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 992 | $215.0M |
| Non-Discretionary | 0 | $0 |
| Total | 992 | $215.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 243 | $67.0M |
| HNW Individuals | 65 | $148.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 215.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| TEXAS FAMILY WEALTH WRAP FEE PROGRAM | TEXAS FAMILY WEALTH, LLC |
Identifiers
| SEC RIA File Number | 801-128585 |
|---|---|
| SEC ERA File Number | 801-128585 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327332 |
| Legal Entity Identifier | None |
Principal Office
161 W SHADOWBEND AVENUESUITE 101
FRIENDSWOOD
TX
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (281) 482-3100, Fax: None
Chief Compliance Officer
HARRIS B. HANSON
PRINCIPAL
161 W SHADOWBEND AVENUE
SUITE 101
FRIENDSWOOD
TX
United States
Tel:
(281) 482-3100
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANSON, HARRIS, BRETT | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 07/2023 | > 75% |