MANSKE WEALTH MANAGEMENT, LLC
Adviser information for MANSKE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 27th, 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 | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 437 | $513.3M |
| Non-Discretionary | 0 | $0 |
| Total | 437 | $513.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 412 | $479.8M |
| HNW Individuals | 0 | $0 |
| 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 | 24 | $32.8M |
| Charitable organizations | <5 | $671,941 |
| 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 | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection 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 | 513.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MANSKE WEALTH MANAGEMENT WRAP PROGRAM | MANSKE WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-79212 |
|---|---|
| SEC ERA File Number | 801-79212 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164401 |
| Legal Entity Identifier | None |
Principal Office
1010 N. SAN JACINTOSUITE 200
HOUSTON
TX
United States
Monday - Friday, 8:30AM - 4:30PM
Tel: (713) 581-1994, Fax: (713)481-5564
Chief Compliance Officer
CHRISTOPHER MANSKE
MANAGING MEMBER
1010 N. SAN JACINTO
SUITE 200
HOUSTON
TX
United States
Tel:
(713) 581-1994
A****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANSKE, CHRISTOPHER, ROBERT | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 08/2012 | > 75% |