Tsa Wealth Management
Tsa Wealth Management is an SEC-registered wealth manager in Houston, TX with $358.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Tsa Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323123, SEC 801-126689, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $358.8M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 3
- Clients
- 262
- CRD
- 323123
- Ownership
- MCKEON, CRYSTAL, ALLISON; SWANBURG, JONATHAN, HARRISON; MARRS, AUSTIN, GENTRY
How much AUM does Tsa Wealth Management have?
Tsa Wealth Management reported $358.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Tsa Wealth Management?
Disclosed owners and executives of Tsa Wealth Management include MCKEON, CRYSTAL, ALLISON, SWANBURG, JONATHAN, HARRISON, MARRS, AUSTIN, GENTRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.