| As of Date | 03/20/2025 |
| Registration | SEC, Approved, 06/03/2019 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 832 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 4
of those in investment advisory functions 4
- Financial planning services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CECILIA VILLAGARCIA, CPA | Filing Date07/28/2025 | Form ADV-E View Report |
| Accounting Firm Name PKF TEXAS | Filing Date09/16/2024 | Form ADV-E View Report |
| Accounting Firm Name WEAVER | Filing Date01/09/2024 | Form ADV-E View Report |
| Accounting Firm Name WEAVER | Filing Date08/10/2023 | Form ADV-E View Report |
| Accounting Firm Name WEAVER | Filing Date10/28/2022 | Form ADV-E View Report |