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Houston Wealth Advisers
HOUSTON WEALTH ADVISERS, LLC. is a state-registered investment adviser in HOUSTON, TX. The firm manages $57 million in assets, $43 million on a discretionary...
Overview
HOUSTON WEALTH ADVISERS, LLC. is a state-registered investment adviser in HOUSTON, TX. The firm manages $57 million in assets, $43 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Frequently asked questions
Is Houston Wealth Advisers affiliated with a bank or broker-dealer?
No. The firm is structured as an independent registered investment adviser, not a subsidiary of a bank holding company or a wirehouse. This independence allows the firm to build portfolios using third-party custody platforms and off-the-shelf ETFs, rather than proprietary products.
What investment philosophy drives the firm's portfolio construction?
The firm emphasizes capital preservation, tax efficiency and liquidity. Portfolios are built around individually managed bond ladders — predominantly municipal bonds for in-state residents — and a passive equity allocation via low-cost ETFs. The firm does not market a tactical asset-allocation overlay or proprietary market-timing signals.
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