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TEXAS FAMILY WEALTH, LLC

FRIENDSWOOD, TX · CRD 327332 · IAPD ↗ · texasfamilywealth.com · (281) 482-3100

$257.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2025 — TEXAS FAMILY WEALTH, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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