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Building 2U.S. CAPITAL WEALTH ADVISORS, LLC

Map pinHOUSTON, TX
Phone713-366-0500
NotebookSEC #801-110515
Total AUM
$8.8B
Employees
141
Clients
4,536

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4444 WESTHEIMER RD.
SUITE G500
HOUSTON
TX 77027
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
713-366-0500
Other Offices
7

ReceiptFinancials

Total AUM
$8.8B
Accounts
11,385
Discretionary
$6.6B
Accounts
8,458
Non-Discretionary
$2.2B
Accounts
2,927

ContactClients

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Individual Clients
2,520
AUM
$858.9M
HNW Individual Clients
1,875
AUM
$7.4B
Pension/Profit Sharing Plan Clients
29
AUM
$51.7M
Charitable Organization Clients
22
AUM
$126.5M
Corporation or Business Clients
90
AUM
$373M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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