CRD: 327332
Texas Family Wealth, LLC
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- Custodian
- Merrill Lynch · Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2023
- Office Locations
- 1
Office Locations
About Texas Family Wealth, LLC
Texas Family Wealth is a Friendswood, TX-based family-run advisory providing personalized financial planning and wealth management for multigenerational families and family businesses. The team builds customized plans across every aspect of a client’s financial life, with an emphasis on service and ongoing communication. Rooted locally for four generations, the firm works with custodians including Raymond James and Merrill Lynch.
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Investment Themes
Investment Vehicles
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Owner & Executives
HARRIS BRETT HANSON
Chief Compliance Officer, PRINCIPAL
- CRD
- #5173970
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SALLY HARRIS BRANSON
--
- CRD
- #4147887
KENNETH ALBERT CUSICK JR
--
- CRD
- #6801194
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,749,818 | $238,795 |
| Non-Discretionary | $1,230,179 | $410,060 |
| Total | $256,979,997 | $239,274 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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