# Texas Wealth Management, LLC

> Texas Wealth Management, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2026.

- CRD: 285898
- Filed as: TEXAS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285898
- AdvisorCensus page: https://advisorcensus.com/firm/texas-wealth-management-llc-houston-tx-285898

## Quick answers

**How is Texas Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Texas Wealth Management, LLC reports these compensation arrangements: hourly charges.

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

**Is Texas Wealth Management, LLC registered with the SEC or a state?**
Texas Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285898.

**Does Texas Wealth Management, 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/285898

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, LA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Texas Wealth Management, LLC (CRD 285898): Form ADV filing data as of October 2026.