Styre Wealth
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Overview
Styre Wealth operates as a financial advisor firm headquartered in Fort Worth, Texas. It controls $161.9 million in assets across 529 client accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Styre Wealth has a small team, including 2 financial advisors. Styre Wealth does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like equities, options and bonds.
Styre Wealth oversees most of its client assets in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring the customer's permission. The company also has 11 non-discretionary accounts totaling $23.0 million in assets. The firm manages about $306,005 for every account. An average advisor at Styre Wealth administers about 265 client accounts.
The firm's main office is at 1300 S. University Dr.,, Fort Worth, Texas 76107. Styre Wealth is permitted to provide services to investors across a number of states, including Florida, Louisiana, New Hampshire, Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Styre Wealth by the Numbers
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$161.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
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529
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$306.0 thousand
Products and Services
Styre Wealth provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the past financial year, the firm provided 101-250 of its accounts with financial planning services. The firm is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually vary depending on which service is provided. Fee types billed by the firm likely include the following fee structures: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm does business with a number of different clients. Styre Wealth provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 529 accounts, Styre Wealth's largest client by number of accounts is retail investors, though it also manages money for 37 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 19.68%
- Other Individuals - 76.06%
- Corporations - 3.72%
- Charitable Organizations - 0.53%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Styre Wealth
Fort Worth, TX
Fort Worth, TX
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