Sweetwater Financial Advisors, LLC

Sweetwater Financial Advisors, LLC (CRD# 118372) is a financial advisory firm headquartered in Sugar Land, TX. They manage $124,500,000 in 391 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $318,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, LA, TX

Financial Advisors at Sweetwater Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Deidre L. Birge
CRD#: 5187268
4665 Sweetwater Blvd., Suite 105, Sugar Land, TX 77479
93
Wealthminder
score

Deidre Birge (CRD# 5187268) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Sugar Land, TX and has over 10 years of experience in the finance industry.

2
Kenneth E. Dubose
CRD#: 4607215
4665 Sweetwater Blvd., Ste. 105, Sugar Land, TX 77479
93
Wealthminder
score

Kenneth Dubose (CRD# 4607215) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Sugar Land, TX and has over 14 years of experience in the finance industry.

3
Mark D. Snelling
CRD#: 1824437
4665 Sweetwater Boulevard, Suite 105, Sugar Land, TX 77479
93
Wealthminder
score

Mark Snelling (CRD# 1824437) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Sugar Land, TX and has over 23 years of experience in the finance industry.

4
David B. Teel
CRD#: 4381081
4665 Sweetwater Blvd.,, Suite 105, Sugar Land, TX 77479
90
Wealthminder
score

David Teel (CRD# 4381081) is an Investment Advisor Representative working at Sweetwater Financial Advisors, LLC in Sugar Land, TX and has 1 year of experience in the finance industry. David Teel 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.

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