S
$20.1M Total AUM
$20.1M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2024
- Office Locations
- 1
Office Locations
1001 S. Dairy Ashford Suite 100-167 Houston TX
About Stillforest Wealth Management
Stillforest Wealth Management is a Houston-based RIA. The firm has been operating for 2 years. Managing $20.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$20.1M AVG AUM / ADVISOR
$772.7K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LIEM THANH HOANG
Chief Compliance Officer, FOUNDER
- CRD
- #6712782
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,090,170 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,090,170 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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