# Houston Wealth Advisers, LLC.

> Houston Wealth Advisers, LLC. is a state-registered investment advisory firm in Houston, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 299442
- Filed as: HOUSTON WEALTH ADVISERS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299442
- AdvisorCensus page: https://advisorcensus.com/firm/houston-wealth-advisers-llc-houston-tx-299442

## Quick answers

**How is Houston Wealth Advisers, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Houston Wealth Advisers, LLC. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Houston Wealth Advisers, LLC. located?**
Houston Wealth Advisers, LLC.'s principal office is in Houston, TX, according to its Form ADV.

**Is Houston Wealth Advisers, LLC. registered with the SEC or a state?**
Houston Wealth Advisers, LLC. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299442.

**How much does Houston Wealth Advisers, LLC. manage?**
Houston Wealth Advisers, LLC. reports $57,440,746 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (75% discretionary).

**What types of clients does Houston Wealth Advisers, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220); high net worth individuals (14); charitable organizations (2).

**Does Houston Wealth Advisers, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299442

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $57,440,746
- Discretionary: $43,242,928
- Non-discretionary: $14,197,818

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $20,702,204 |
| High net worth individuals | 14 | $27,816,805 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $8,921,737 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Houston Wealth Advisers, LLC. (CRD 299442): Form ADV filing data as of October 2026.