Robertson Wealth Management, LLC

Robertson Wealth Management, LLC (CRD# 115425) is a financial advisory firm headquartered in Houston, TX. They manage $20,167,196 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $576,206
Compensation Options
  • A percentage of assets under your management
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.

TX

Financial Advisors at Robertson Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Verna Corriveau-Schoen
CRD#: 1420124
5120 Woodway, Suite 9029, Houston, TX 77056
96
Wealthminder
score

Verna Corriveau-Schoen (CRD# 1420124) is an Investment Advisor Representative working at Robertson Wealth Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

2
Susan M. Iverson
CRD#: 2100922
5120 Woodway, Suite 9029, Houston, TX 77056
96
Wealthminder
score

Susan Iverson (CRD# 2100922) is an Investment Advisor Representative working at Robertson Wealth Management, LLC in Houston, TX and has over 26 years of experience in the finance industry. Susan Iverson 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
William M. Robertson
CRD#: 823461
4265 San Felipe, Suite 450, Houston, TX 77027
83
Wealthminder
score

William Robertson (CRD# 823461) is an Investment Advisor Representative working at Robertson Wealth Management, LLC in Houston, TX and has over 36 years of experience in the finance industry.

4
Frederick A. Mecklenburg
CRD#: 726227
5120 Woodway, Suite 9029, Houston, TX 77056
63
Wealthminder
score

Frederick Mecklenburg (CRD# 726227) is an Investment Advisor Representative working at Robertson Wealth Management, LLC in Houston, TX and has over 35 years of experience in the finance industry.

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