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).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Boundless Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua M. Humada
CRD#: 6654596
5611 Campbell Rd, Houston, TX 77041

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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