Jeffrey Owens
Houston Wealth Advisers, LLC. · Houston, Texas
Jeffrey Owens is a fee-only financial advisor at Houston Wealth Advisers, LLC. in Houston, Texas. Houston Wealth Advisers, LLC. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Houston Wealth Advisers, LLC. |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $57.4M across 542 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6329034 |
| Exams passed | Series 65 (2018) · Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeffrey's firm compares
- Houston Wealth Advisers, LLC.'s average account is about $106,000, from its Form ADV (assets managed divided by 542 accounts).
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Questions about Jeffrey
Is Jeffrey Owens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Houston Wealth Advisers, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Houston Wealth Advisers, LLC., reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Owens based?
Jeffrey Owens is based in Houston, Texas.
Is Jeffrey Owens registered with the SEC?
Yes. Jeffrey Owens is registered as an investment adviser representative in TX (CRD 6329034), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Houston Wealth Advisers, LLC. manage?
Houston Wealth Advisers, LLC. reports $57.4M across 542 accounts in assets under management.
How do I contact Jeffrey Owens?
Contact details aren't on file yet. Search for Houston Wealth Advisers, LLC..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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