# Houston Wealth Advisers

Houston Wealth Advisers is an Asset Manager based in Houston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** Undisclosed
- **Website:** houstonwealthadvisers.com

## Regulatory record

- **CRD number:** 299442
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299442

## About

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.

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

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