Mdx Wealth Management

Mdx Wealth Management (CRD# 161309) is a financial advisory firm headquartered in Sugar Land, TX. They manage $60,734,819 in 114 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2245 Texas Dr, Suite 300, Sugar Land, TX 77479
http://mdxwealth.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $532,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

Financial Advisors at Mdx Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Maria Dembski, financial advisor Sugar Land TX
Maria Dembski
CRD#: 3023270
2245 Texas Dr, Suite 300, Sugar Land, TX 77479

Maria Dembski (CRD# 3023270) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 22 years of experience in the finance industry.

2
Timothy Hobbs, financial advisor Bedford TX
Timothy C. Hobbs
CRD#: 2531874
1600 Airport Freeway, Suite 302, Bedford, TX 76022

Timothy Hobbs (CRD# 2531874) is an Investment Advisor Representative working at Mdx Wealth Management in Bedford, TX and has over 28 years of experience in the finance industry.

3
James Jones, financial advisor Sugar Land TX
James D. Jones
CRD#: 5894020
2245 Texas Dr, Suite 300, Sugar Land, TX 77479

James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 11 years of experience in the finance industry.

4
Terry Lester, financial advisor Sugar Land TX
Terry D. Lester
CRD#: 817499
2245 Texas Dr, Suite 300, Sugar Land, TX 77479

Terry Lester (CRD# 817499) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 38 years of experience in the finance industry.

5
Orlando Molina, financial advisor Fort Worth TX
Orlando Molina
CRD#: 2702165
Fort Worth, TX

Orlando Molina (CRD# 2702165) is an Investment Advisor Representative working at Mdx Wealth Management in Fort Worth, TX and has over 27 years of experience in the finance industry.

6
Nicole Pachar, financial advisor Sugar Land TX
Nicole J. Pachar
CRD#: 5551367
2245 Texas Dr, Suite 300, Sugar Land, TX 77479
Nicole Pachar (CRD# 5551367) is an Investment Advisor Representative working at Mdx Wealth Management in Houston, TX and has over 4 years of experience in the finance industry.
7
Aniruddha Ray, financial advisor Henderson NV
Aniruddha Ray
CRD#: 2897382
Henderson, NV

Aniruddha Ray (CRD# 2897382) is an Investment Advisor Representative working at Mdx Wealth Management in Henderson, NV and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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