TSA WEALTH MANAGEMENT

Legal name: TSA WEALTH MANAGEMENT LLC

CRD 323123File 801-126689

APPROVED

Retail clients

Custody

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$358.8M

Below cohort median (national)

Discretionary AUM

$358.8M

Clients

262

666 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 30, 2022
Principal office: 5718 WESTHEIMER ROAD, SUITE 950, HOUSTON, TX, 77057
Phone: (713) 735-9217
Website: https://www.linkedin.com/company/tsa-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $358.8M
Discretionary AUM: $358.8M
Non-discretionary AUM: $0
Discretionary accounts: 666
Non-discretionary accounts: 0
Total accounts: 666
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.6M
Charitable organizations	Fewer than 5	$2.7M
High net worth individuals	126	$303.0M
Pension and profit sharing plans	Fewer than 5	$2.4M
Individuals (other than high net worth individuals)	136	$48.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.