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Building 2BRAZOS WEALTH ADVISORS LLC

Map pinFORT WORTH, TX
Phone682-350-1055
NotebookSEC #801-130548
Total AUM
$183.7M
Employees
3
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2833 CROCKETT ST.
STE.102
FORT WORTH
TX 76107
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
682-350-1055
Other Offices
1

ReceiptFinancials

Total AUM
$183.7M
Accounts
425
Discretionary
$170.7M
Accounts
416
Non-Discretionary
$13M
Accounts
9

ContactClients

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Individual Clients
96
AUM
$28.7M
HNW Individual Clients
49
AUM
$140M
Pension/Profit Sharing Plan Clients
9
AUM
$13M
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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