H
$6.7M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2013
- Office Locations
- 1
Office Locations
1035 Dairy Ashford, Suite #222 Houston TX
About Houston Wealth Management
Houston Wealth Management is a Houston-based RIA. The firm has been operating for 12 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
56 AVG AGE
$6.7M AVG AUM / ADVISOR
$172.4K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Unison
Asset Classes
Element Summit ember Crest value Ridge Zenith fusion
Investment Themes
Optima meridian Ember momentum Bridge
Investment Vehicles
Unison horizon
Services
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Owner & Executives
CRAIG ALLEN PARKS
Managing Member, Wealth Advisor
- CRD
- #4806241
- Ownership
- 75% or more
(636) 510-3510
meridian.peak@horizoncapital.com
in linkedin.com/in/quantum-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,230,000 | -- |
| Non-Discretionary | $1,495,000 | -- |
| Total | $6,725,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,725,000
Equity - Exchange:
13.8% Cash:
20.1% U.S. Government/Agency:
66.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $269,462,606 | 13.8% |
| Cash | $392,478,144 | 20.1% |
| U.S. Government/Agency | $1,290,686,832 | 66.1% |
| Total | $1,952,627,582 | 100.0% |