Sucre'-vail Wealth Advisors

Sucre'-vail Wealth Advisors (CRD# 114679) is a financial advisory firm headquartered in Houston, TX. They manage $60,580,000 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16862 Royal Crest Drive, Houston, TX 77058
https://www.sucrevailwa.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $473,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sucre'-vail Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Margaret Sucre'-Vail, financial advisor Houston TX
Margaret R. Sucre'-Vail
CRD#: 1699749
16862 Royal Crest, Houston, TX 77058

Margaret Sucre'-Vail (CRD# 1699749) is an Investment Advisor Representative working at Sucre'-vail Wealth Advisors in Houston, TX and has over 36 years of experience in the finance industry.

2
Henry Vail, financial advisor Houston TX
Henry E. Vail
CRD#: 1088416
16862 Royal Crest Drive, Houston, TX 77058

Henry Vail (CRD# 1088416) is an Investment Advisor Representative working at Sucre'-vail Wealth Advisors in Houston, TX and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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