Company Information

Get to know Houston Wealth Management

Houston Wealth Management is a Registered Investment Adviser (RIA) firm that provides comprehensive financial planning and investment management services. Operating under a fiduciary standard, the company is legally and ethically bound to act in its clients' best interests. Their services are designed for individuals, families, and business owners, covering areas such as retirement planning, investment strategy, estate planning, and risk management. As a "fee-only" firm, their revenue comes directly from clients, not from commissions on selling financial products, which aims to align their advice with client success.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Houston Wealth Management

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.