FRIENDSWOOD, TXCRD 327332Latest ADV March 23, 2026
Texas Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Friendswood, TX. Its latest Form ADV filing, dated March 23, 2026, reports $257M in regulatory assets under management, 7 employees, and 1,074 accounts.
Assets Under Management
$257M
Employees
7
Offices
--
Total Clients
1,072
Primary office
FRIENDSWOOD, TX
161 W SHADOWBEND AVENUE, SUITE 101, FRIENDSWOOD, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.9% of total clients.
Top client categories% of clientsClients
1
Individuals
98.9%
1,060
2
HNWI
1.1%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 23, 2026
Discretionary99.5%
$256M
100% of total RAUM99.5%
Non-discretionary0.5%
$1M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts1,074
10Y AUM Change+$257M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee153:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.