TEXAS FAMILY WEALTH, LLC
CRD #327332 SEC #801-128585 FRIENDSWOOD, TX (281) 482-3100
SEC Registered
Total AUM
$228.8M
Discretionary
$225M
Employees
6
Clients
251
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $228.8M | $225M | $3.8M | 6 | 0 |
| May 2024 | $215M | $215M | $0 | 5 | 0 |
| Mar 2024 | $215M | $215M | $0 | 5 | 0 |
| Dec 2023 | $202.7M | $202.7M | $0 | 4 | 8 |
| Dec 2023 | $202.7M | $202.7M | $0 | 4 | 8 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| Jul 2023 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$228.8M
Discretionary$225M
Non-Disc.$3.8M
Employees6
Clients0
DateMay 2024
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees4
Clients8
DateDec 2023
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees4
Clients8
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0