Texans Wealth Advisors, LLC (Frisco)

Texans Wealth Advisors, LLC is an adviser based in Frisco. It manages $6.7 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Texans Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Texans Wealth Advisors: assets under management

The assets under management (AUM) of Texans Wealth Advisors, LLC is $6.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Texans Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Texans Wealth Advisors, LLC

James Richard Wigen has been acting as President since 1 Mar 2005. Inc. Wigen Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Richard Wigen	President/cco	1 Mar 2005	Other	2786609
Inc. Wigen Holdings	Owner	1 Mar 2005	75% - 100%	75-3187517

Based in Frisco

The principal office where Texans Wealth Advisors, LLC performs its advisory services is located at 10385 Tambra Drive, Frisco, TX 75034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.