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BRAZOS WEALTH ADVISORS LLC

FORT WORTH, TX · CRD 323508 · IAPD ↗ · 682-350-1055

$183.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BRAZOS WEALTH ADVISORS LLC reported RAUM up 40% ($130.8M -> $183.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — BRAZOS WEALTH ADVISORS LLC moved its main office from IOWA PARK, TX to FORT WORTH, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
July 2024 — BRAZOS WEALTH ADVISORS LLC (IOWA PARK, TX) is newly SEC-registered with $111.7M 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.