Brazos Wealth Advisors LLC
Brazos Wealth Advisors LLC is an SEC-registered wealth manager in Fort Worth, TX with $183.7M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Brazos Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323508, SEC 801-130548, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $183.7M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Fort Worth, TX
- Employees
- 3
- Clients
- 155
- CRD
- 323508
- Ownership
- DANSBY, DEREK, WILLIAM; SHANNON, ROBERT, WESLEY
How much AUM does Brazos Wealth Advisors LLC have?
Brazos Wealth Advisors LLC reported $183.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Brazos Wealth Advisors LLC?
Disclosed owners and executives of Brazos Wealth Advisors LLC include DANSBY, DEREK, WILLIAM, SHANNON, ROBERT, WESLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.