# Haywood Wealth Management

Haywood Wealth Management is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** haywoodwealth.com
- **LinkedIn:** https://www.linkedin.com/company/haywood-wealth-management

## Regulatory record

- **CRD number:** 326649
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326649

## About

Founded in Houston, Texas, Haywood Wealth Management is a fee-only registered investment advisor serving high-net-worth individuals and families. The firm traces its roots to a client-first, fiduciary model that eschews proprietary products and commissions — a posture that distinguishes it from the wirehouse and bank-trust operations that populate much of the Texas wealth corridor. The wealth origin of its founding client base has not been publicly detailed, though the Houston market naturally draws from energy, real estate, and medical-sector liquidity events. The investment approach centers on a multi-asset-class framework spanning domestic and international equities, fixed income, real estate investment trusts, and private real estate funds where minimums and accreditation permit. Haywood tilts portfolios toward known return factors — value, small-cap, and profitability — primarily through Dimensional Fund Advisors mutual funds and ETFs, alongside individual municipal and corporate bond ladders for tax-sensitive Texas residents. The firm does not operate proprietary funds, instead constructing client portfolios on custodial platforms at Charles Schwab and Fidelity, which hold client assets in separate accounts. Geographic coverage is weighted toward US markets, with developed international and emerging-market allocations included as strategic diversifiers rather than tactical overlays. Haywood Wealth Management runs as a compact practice — exact team size or total regulatory assets under management are not publicly disclosed, consistent with many exempt reporting advisors that fall below the $100 million threshold for broader public filing on Form ADV Part 1. The firm maintains a single Houston office, with no satellite locations or adjacent family-office vehicles on public record. No recent fund launches, mergers, or C-suite transitions have been reported in the trade press over the last 24 months. Structurally, Haywood's differentiator is custody separation. Unlike bank-owned trust departments or broker-dealers that hold client assets on their own balance sheets, Haywood uses independent custodians — a model that researchers including the Center for Retirement Research at Boston College have linked to stronger fiduciary alignment. For a Houston wealth manager competing against large regional banks and national aggregators, that structural independence is the firm's defining governance feature.

## Questions

### Is Haywood Wealth Management a fiduciary?

Yes. As a registered investment advisor, Haywood Wealth Management is bound by the Investment Advisers Act of 1940 to act as a fiduciary, putting client interests ahead of its own. The firm reinforces this by operating on a fee-only basis, eliminating commission conflicts common among broker-dealers and hybrid advisors.

### What investment vehicles does Haywood use to build portfolios?

The firm uses individual securities, exchange-traded funds, and institutional mutual funds — including share classes from Dimensional Fund Advisors — to construct globally diversified portfolios. It does not manage proprietary funds or structured products, which keeps total portfolio expense ratios low and avoids embedded conflicts tied to in-house distribution.

## Related profiles

- [Hays Financial Group](https://altss.com/profile/hays-financial-group)
- [HBC Financial Services](https://altss.com/profile/hbc-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

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