AdvisorGrade

Financial advisers in Lewisville, TX

2 registered investment adviser firms in Lewisville managing $442M in assets, based on public SEC Form ADV filings.

Bright Wealth Management, LLC

Lewisville, TX · Est. 2024

Local
Fee-only
AUM
$265M
Per adviser
$38M
Advisers
7

No reported disclosures

Bannerman Wealth

Lewisville, TX · Est. 2019

RegionalInternational
Fee-based
AUM
$177M
Per adviser
$44M
Advisers
4

No reported disclosures