Texas Family Wealth, LLC

Texas Family Wealth, LLC (CRD# 327332) is a financial advisory firm headquartered in Friendswood, TX. They manage $215,000,000 in 992 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
161 W Shadowbend Avenue, Suite 101, Friendswood, TX 77546
https://texasfamilywealth.com
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    992
    ACCOUNTS
  • Average Account Value
    $216,734
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Texas Family Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sally Branson, financial advisor Friendswood TX
Sally H. Branson
CRD#: 4147887
161 W Shadowbend Avenue, Suite 101, Friendswood, TX 77546

Sally Branson (CRD# 4147887) is an Investment Advisor Representative working at Texas Family Wealth, LLC in Friendswood, TX and has over 23 years of experience in the finance industry.

2
Harris Hanson, financial advisor Friendswood TX
Harris B. Hanson
CRD#: 5173970
161 W Shadowbend Avenue, Suite 101, Friendswood, TX 77546

Harris Hanson (CRD# 5173970) is an Investment Advisor Representative working at Texas Family Wealth, LLC in Friendswood, TX and has over 17 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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