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HOMAGE WEALTH GROUP LLC
CRD 340589File 801-135429
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$366.2M
Below cohort median (national)
Discretionary AUM
$366.2M
Clients
4
7 accounts
Employees
2
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 27, 2026
- Principal office
- 1400 POST OAK BLVD., SUITE 625, HOUSTON, TX, 77056
- Phone
- (713) 725-0696
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $366.2M
- Discretionary AUM
- $366.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $91.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $28.3M |
| High net worth individuals | Fewer than 5 | $337.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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- Q11F
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.