Efficient Wealth Management, LLC

Efficient Wealth Management, LLC (CRD# 134242) is a financial advisory firm headquartered in The Woodlands, TX. They manage $200,712,995 in 746 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $269,052
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Efficient Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Paul J. Carroll
CRD#: 1896590
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381
96
Wealthminder
score

Paul Carroll (CRD# 1896590) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 12 years of experience in the finance industry. Paul Carroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ashley A. Dominey
CRD#: 5538191
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381
96
Wealthminder
score

Ashley Dominey (CRD# 5538191) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 7 years of experience in the finance industry. Ashley Dominey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kathryn M. Rodriguez
CRD#: 4436338
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381
96
Wealthminder
score

Kathryn Rodriguez (CRD# 4436338) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry. Kathryn Rodriguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elizabeth A. Boehm
CRD#: 6284248
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381
89
Wealthminder
score

Elizabeth Boehm (CRD# 6284248) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry.

5
Sarah E. Babin
CRD#: 6438824
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381
88
Wealthminder
score

Sarah Babin (CRD# 6438824) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 3 years of experience in the finance industry.

6
Carl H. Christensen
CRD#: 5306045
Columbus, TX
87
Wealthminder
score

Carl Christensen (CRD# 5306045) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in Columbus, TX and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.