← Tributary

LINSCOMB WEALTH, INC.

HOUSTON, TX · CRD 106779 · IAPD ↗ · linscombwealth.com · 713-840-1000

$5.21BRegulatory AUM
25Advisory reps
46Employees
183Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2026 — LINSCOMB WEALTH, INC. shrank from 31 to 25 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2026 — LINSCOMB WEALTH, INC. added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
March 2024 — LINSCOMB WEALTH, INC. changed its website from linscomb-williams.com to linscombwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
March 2024 — LINSCOMB WEALTH, INC. notice-filed in NJ, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — LINSCOMB & WILLIAMS is now doing business as LINSCOMB WEALTH, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
February 2024 — LINSCOMB & WILLIAMS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.