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MANSKE WEALTH MANAGEMENT, LLC

HOUSTON, TX · CRD 164401 · IAPD ↗ · manskewealth.com · (713) 581-1994

$707.3MRegulatory AUM
8Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — MANSKE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — MANSKE WEALTH MANAGEMENT, LLC now reports custody of client assets ($406.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
November 2024 — MANSKE WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2024 — MANSKE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($426.4M -> $513.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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