This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-10-2025
- Office Locations
- 1
Office Locations
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.
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 1 advisory representatives and 687 clients, or 687 clients per representative. That equates to $79.8K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Honor Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Honor Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Daniel Spencer Ure
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5870484
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Honor Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing