Boundless Wealth LLC
Boundless Wealth LLC (CRD# 321221) is a financial advisory firm headquartered in Houston, TX. They manage $18,240,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts175ACCOUNTS
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Average Account Value$104,229
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Boundless Wealth LLC
1
Joshua Humada (CRD# 6654596) is an Investment Advisor Representative working at Boundless Wealth LLC in Houston, TX and has over 6 years of experience in the finance industry.
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