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CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

DALLAS, TX · CRD 162673 · IAPD ↗ · cravensbrothers.com · (214) 234-9503

$139.3MRegulatory AUM
2Advisory reps
2Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC (DALLAS, TX) is newly SEC-registered with $139.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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