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Building 2FOCUS WEALTH ADVISORS, LLC

Map pinHOUSTON, TX
Phone(713) 800-7170
NotebookSEC #801-77462
Total AUM
$247.6M
Employees
1
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 POST OAK BOULEVARD
SUITE 1000
HOUSTON
TX 77056
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(713) 800-7170

ReceiptFinancials

Total AUM
$247.6M
Accounts
384
Discretionary
$243.6M
Accounts
381
Non-Discretionary
$4M
Accounts
3

ContactClients

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Individual Clients
72
AUM
$45.5M
HNW Individual Clients
43
AUM
$190.7M
Corporation or Business Clients
1
AUM
$11.5M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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