Mdx Wealth Management

Mdx Wealth Management (CRD# 161309) is a financial advisory firm headquartered in Houston, TX. They manage $44,597,961 in 143 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $311,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

AZ, CA, NV, TX

Financial Advisors at Mdx Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
James D. Jones
CRD#: 5894020
2211 Norfolk, Suite 1150, Houston, TX 77098
98
Wealthminder
score

James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 6 years of experience in the finance industry.

2
Robert J. Voccola
CRD#: 455215
Upper Montclair, NJ
96
Wealthminder
score

Robert Voccola (CRD# 455215) is an Investment Advisor Representative working at Mdx Wealth Management in Upper Montclair, NJ and has over 27 years of experience in the finance industry.

3
Nicole J. Pachar
CRD#: 5551367
2211 Norfolk, Suite 1150, Houston, TX 77098
95
Wealthminder
score
Nicole Pachar (CRD# 5551367) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 4 years of experience in the finance industry.
4
Michael J. Allison
CRD#: 2305589
111 Rowland Place, Unit 2, Tyler, TX 75701
93
Wealthminder
score

Michael Allison (CRD# 2305589) is an Investment Advisor Representative working at Mdx Wealth Management in Tyler, TX and has over 9 years of experience in the finance industry.

5
Timothy C. Hobbs
CRD#: 2531874
3700 Buffalo Speedway, Ste 950, Houston, TX 77098
83
Wealthminder
score

Timothy Hobbs (CRD# 2531874) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 23 years of experience in the finance industry.

6
Aniruddha Ray
CRD#: 2897382
Henderson, NV
63
Wealthminder
score

Aniruddha Ray (CRD# 2897382) is an Investment Advisor Representative working at Mdx Wealth Management in Henderson, NV and has over 20 years of experience in the finance industry.

7
Terry D. Lester
CRD#: 817499
3700 Buffalo Speedway, Ste 950, Houston, TX 77098
38
Wealthminder
score

Terry Lester (CRD# 817499) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.