TSA WEALTH MANAGEMENT LLC
Legal name: TSA WEALTH MANAGEMENT
CRD #323123 SEC #801-126689 HOUSTON, TX (713) 735-9217
SEC Registered
Total AUM
$300.5M
Discretionary
$300.5M
Employees
3
Clients
0
Accounts
658
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKEON, CRYSTAL, ALLISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| SWANBURG, JONATHAN, HARRISON | I | MANAGING MEMBER | E | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
| MARRS, AUSTIN, GENTRY | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Aug 11, 2025 REGISTERED
Notice Filings (5)
CA FL LA NY TX
Address
5718 WESTHEIMER ROADSUITE 950
HOUSTON, TX 77057
United States
Phone: (713) 735-9217