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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-25-2024
- Office Locations
- 1
Office Locations
About Texwealth
TexWealth LLC is an independent Texas-registered RIA in Plano providing comprehensive financial planning and wealth management. The firm builds customized roadmaps across retirement, tax efficiency, and estate planning, paired with active portfolio management and risk assessment. TexWealth emphasizes conflict-free advice (no product sales) and typically implements portfolios using ETFs, with custody commonly at Schwab and Fidelity/NFS.
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Owner & Executives
DANIEL SAMIR TARSHA
Chief Compliance Officer, FOUNDER
- CRD
- #5025693
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,605,205 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,605,205 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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