Mcalister, Sweet & Associates, Inc.
Mcalister, Sweet & Associates, Inc. is an SEC-registered wealth manager in Houston, TX with $224.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Mcalister, Sweet & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290626, SEC 801-112082, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $224.2M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 187
- CRD
- 290626
- Ownership
- MCALISTER, JOHN, RICHARD BRYAN; SWEET, MICHAEL, WESLEY
How much AUM does Mcalister, Sweet & Associates, Inc. have?
Mcalister, Sweet & Associates, Inc. reported $224.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Mcalister, Sweet & Associates, Inc.?
Disclosed owners and executives of Mcalister, Sweet & Associates, Inc. include MCALISTER, JOHN, RICHARD BRYAN, SWEET, MICHAEL, WESLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.