AdvisorCensus / Financial advisors / Texas / Houston / Position Wealth
Position Wealth is an SEC-registered investment advisory firm in The Woodlands, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.
Quick answers
From the filingHow is Position Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Position Wealth reports these compensation arrangements: a percentage of assets under its management.
Where is Position Wealth located?
Position Wealth's principal office is in The Woodlands, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Position Wealth registered with the SEC or a state?
Position Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325116.
How much does Position Wealth manage?
Position Wealth reports $242,108,683 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).
How have Position Wealth's assets and staff changed since 2023?
In the Form ADV data for Position Wealth: Regulatory assets under management: $153,188,151 in the October 2023 data and $242,108,683 in the October 2026 data, up 58%. Total employees: 2 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Position Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (73); charitable organizations (1).
Does Position Wealth report any disciplinary disclosures?
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/325116
What changed in Position Wealth's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in NJ, PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated January 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$242,108,683 as of October 2026, filing dated July 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Position Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $242,108,683 | 3 | July 28, 2026 |
| October 2025 | $206,173,951 | 3 | June 23, 2025 |
| October 2024 | $166,365,426 | 2 | July 24, 2024 |
| October 2023 | $153,188,151 | 2 | July 21, 2023 |
Regulatory assets under management: $153,188,151 in the October 2023 data and $242,108,683 in the October 2026 data, up 58%.
Total employees: 2 in October 2023 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in NJ, PA.
- February 2026
- Regulatory assets under management went from $206,173,951 to $242,108,683 (+17%).
- January 2026
- No longer registered or notice-filed in AZ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Position Wealth (CRD 325116): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/position-wealth-the-woodlands-tx-325116