$84.4M Total AUM
$82.8M Disc. AUM
-- 3Y CAGR
3 Employees
368 ADV. Clients
24 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2002
- Office Locations
- 2
Office Locations
4665 Sweetwater Blvd., Suite 105 Sugar Land TX
-- Boerne TX
About Sweetwater Financial Advisors, LLC
Sweetwater Financial Advisors, LLC is a Texas-based RIA providing personalized wealth management and financial planning for individuals and families. The firm uses a broadly diversified, multi–money manager approach and builds portfolios primarily with ETFs and public funds. Custody includes Charles Schwab, supported by investment advisory reps and dedicated client service advisors.
Team overview
-- AVG AGE
$42.2M AVG AUM / ADVISOR
$229.4K AVG AUM / CLIENT
23 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MARK DIXON SNELLING
Financial Advisor, General Partner, PARTNER
- CRD
- #1824437
- Ownership
- 50% but less than 75%
Available
Available
Available
DAVID BRYAN TEEL
Chief Compliance Officer, Partner
- CRD
- #4381081
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,797,238 | $174,603 |
| Non-Discretionary | $1,604,984 | $3,800,000 |
| Total | $84,402,222 | $188,933 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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