TEXANS WEALTH ADVISORS, LLC
Legal name: TEXANS WEALTH ADVISORS
CRD #135244 SEC #801-64245 PLANO, TX 214-728-5468
SEC Registered
Total AUM
$4.6M
Discretionary
$4.6M
Employees
5
Clients
0
Accounts
130
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WIGEN, JAMES, RICHARD | I | PRESIDENT/CCO | NA | Control |
| WIGEN HOLDINGS, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WIGEN, JAMES, RICHARD | I | WIGEN HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Dec 19, 2005 REGISTERED
Address
5301 SPRING CREEK PKWYSUITE 1834
PLANO, TX 75024
USA
Phone: 214-728-5468