# Houston Wealth Management

> Houston Wealth Management is a state-registered investment advisory firm in Houston, TX, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 168715
- Filed as: HOUSTON WEALTH MANAGEMENT
- Legal name: Houston Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168715
- AdvisorCensus page: https://advisorcensus.com/firm/houston-wealth-management-houston-tx-168715

## Quick answers

**How is Houston Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Houston Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

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

**Is Houston Wealth Management registered with the SEC or a state?**
Houston Wealth Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168715.

**How much does Houston Wealth Management manage?**
Houston Wealth Management reports $6,725,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary).

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

**Does Houston Wealth Management 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/168715

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,725,000
- Discretionary: $5,230,000
- Non-discretionary: $1,495,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,525,000 |
| High net worth individuals | 2 | $2,200,000 |

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

### Firm details
- Registered since: 2013 (12 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.

### Websites listed on Form ADV (Item 1.I)
- houstonwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Houston Wealth Management (CRD 168715): Form ADV filing data as of October 2026.