$57.4M Total AUM
$43.2M Disc. AUM
-- 3Y CAGR
1 Employees
236 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
13231 Champion Forest, Suite 200 Houston TX
About Houston Wealth Advisers, Llc.
Houston Wealth Advisers, Llc. is a Houston-based RIA. The firm has been operating for 7 years. Managing $57.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Insurance.
Team overview
-- AVG AGE
$57.4M AVG AUM / ADVISOR
$243.4K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Foundation pathway Unison Ridge beacon
Investment Themes
Radial Prime Ember eagle Bridge element
Investment Vehicles
Wave
Services
Oak Pioneer vital Meridian Fusion Bridge Bridge
Owner & Executives
J
JEFFREY BRANT OWENS
Chief Compliance Officer, Chief Finance Officer, Director of Operations, Investment Adviser Representative, PRINCIPAL
- CRD
- #6329034
- Ownership
- 75% or more
(717) 478-7559
ember.oak@vertexcapital.com
in linkedin.com/in/vertex-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,242,928 | -- |
| Non-Discretionary | $14,197,818 | -- |
| Total | $57,440,746 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,440,746
Public Funds:
27.5% Equity - OTC:
31.4% Cash:
11.3% Equity - Exchange:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,710,707,793 | 27.5% |
| Equity - OTC | $1,953,317,262 | 31.4% |
| Cash | $702,945,384 | 11.3% |
| Equity - Exchange | $1,853,785,173 | 29.8% |
| Total | $6,220,755,612 | 100.0% |