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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-25-2023
- Office Locations
- 1
Office Locations
About Haywood Wealth Management
Haywood Wealth Management is an independent fiduciary RIA in Houston serving pre-retirees and retirees, plus families, business owners, and oil & gas professionals. The firm provides personalized financial planning and wealth management, including retirement income planning, investment management, tax and Social Security strategies, asset protection, and estate/legacy planning (including Roth conversions and charitable giving). Custody includes Altruist and Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 37 clients, or 18.5 clients per representative. That equates to $305.6K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
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Owner & Executives
Brittni Michelle Haywood
Chief Compliance Officer, Investment Advisor, VICE PRESIDENT
- CRD
- #7733493
- Ownership
- 50% but less than 75%
JUSTIN SPENCER HAYWOOD
Investment Advisor, Managing Partner
- CRD
- #6365656
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,306,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,306,141 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Haywood Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.