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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Richard Wigen has been acting as President since 1 Mar 2005. Inc. Wigen Holdings joined the executive team most recently as the Owner.
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.
You can reach the main office by calling the phone number 972-712-4199 or by fax 480-247-4595. The normal business hours are 8am -5pm cst on Monday - Friday.