← Directory
TEXAS FAMILY WEALTH, LLC
CRD 327332File 801-128585
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$257.0M
Below cohort median (national)
Discretionary AUM
$255.7M
Non-discretionary $1.2M
Clients
1,072
1,074 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 18, 2023
- Principal office
- 161 W SHADOWBEND AVENUE, SUITE 101, FRIENDSWOOD, TX, 77546
- Phone
- (281) 482-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $257.0M
- Discretionary AUM
- $255.7M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 1,071
- Non-discretionary accounts
- 3
- Total accounts
- 1,074
- AUM per client
- $240K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $40.7M |
| Individuals (other than high net worth individuals) | 1,060 | $216.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.