H
$54.8M Total AUM
$54.8M Disc. AUM
-- 3Y CAGR
2 Employees
687 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2025
- Office Locations
- 1
Office Locations
18702 FM 2920 Tomball TX
About Honor Wealth Management, LLC
Honor Wealth Management, LLC is a Tomball, TX-based wealth management firm serving retail clients, including entrepreneurs. The practice provides asset management and insurance solutions and builds portfolios primarily using ETFs, alongside broader asset-allocation positioning. Custody is with Charles Schwab, and the firm was established in 2025.
Team overview
45 AVG AGE
$54.8M AVG AUM / ADVISOR
$79.8K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Daniel Spencer Ure
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5870484
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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