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Second Mile Wealth Management, Inc (Houston)


Second Mile Wealth Management, Inc is a related adviser based in Houston. It manages $6.43 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

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

Second Mile Wealth Management: assets under management

The assets under management (AUM) of Second Mile Wealth Management, Inc is $6.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Second Mile Wealth Management, Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Second Mile Wealth Management, Inc performs its advisory services is located at 2425 West Loop South, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-335-5568 or by fax NONE. The normal business hours are 9 am - 5 pm on Monday - Friday.


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