{
  "crd_number": 164401,
  "slug": "manske-wealth-management-llc-houston-tx-164401",
  "primary_business_name": "MANSKE WEALTH MANAGEMENT, LLC",
  "legal_name": "MANSKE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-02-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 707317447.0,
  "raum_discretionary": 707317447.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 672330322.0,
      "count": 480
    },
    "pension_profit_sharing": {
      "raum": 34987125.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/MANSKE-WEALTH-MANAGEMENT",
    "https://manskewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164401",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401",
  "display_name": "Manske Wealth Management, LLC",
  "summary": "Manske Wealth Management, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Manske Wealth Management, LLC (CRD 164401): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Manske Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Manske Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Manske Wealth Management, LLC located?",
      "a": "Manske Wealth Management, LLC's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Manske Wealth Management, LLC registered with the SEC or a state?",
      "a": "Manske Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164401."
    },
    {
      "q": "How much does Manske Wealth Management, LLC manage?",
      "a": "Manske Wealth Management, LLC reports $707,317,447 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Manske Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Manske Wealth Management, LLC: Regulatory assets under management: $308,037,139 in the October 2021 data and $707,317,447 in the October 2026 data, up 130%. Total employees: 8 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Manske Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (480); pension and profit sharing plans (but not the plan participants or government pension plans) (22)."
    },
    {
      "q": "Does Manske Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164401"
    },
    {
      "q": "What changed in Manske Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(2)). Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $608,488,615 to $707,317,447 (+16%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 308037139.0,
      "total_employees": 8,
      "filing_date": "2021-04-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 395828275.0,
      "total_employees": 9,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 426441585.0,
      "total_employees": 10,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 513334839.0,
      "total_employees": 10,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 608488615.0,
      "total_employees": 12,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 707317447.0,
      "total_employees": 13,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(2)).",
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $608,488,615 to $707,317,447 (+16%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$1,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $1,500"
        ],
        "quotes": [
          "As a condition for starting and maintaining a relationship, MWM generally imposes a minimum annual fee of $1,500.",
          "MW M, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 1500.0,
      "planning": []
    },
    "quotes": [
      "As a condition for starting and maintaining a relationship, MWM generally imposes a minimum annual fee of $1,500.",
      "MW M, in its sole discretion, may waive its minimum annual fee based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/manske-wealth-management-llc-houston-tx-164401.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 480,
      "fewer_than_5": false,
      "raum": 672330322.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 34987125.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164401",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}