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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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