MANSKE WEALTH MANAGEMENT, LLC
SEC RegisteredA disciplined and well-credentialed team providing sophisticated wealth management and individualized investment advice
About the firm
Manske Wealth Management (MWM) is a Houston, Texas-based investment advisory firm offering sophisticated wealth management and individualized investment advice. The firm operates under a fiduciary standard and emphasizes meaningful monthly client communication, CPA coordination, and annual reviews.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and individualized investment advice, including tax strategy coordination with CPAs, annual portfolio and financial plan reviews, Net Unrealized Appreciation analysis for energy executives, personalized referral services, and specialized guidance for long-term Oil & Gas employees navigating retirement or firm transitions.
Who they serve
Professional athletes, CPAs, Section 16 insiders, attorneys, partner-level consultants, business owners, energy executives, divorcees, and individuals seeking a professional second opinion.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 480 | $672M |
| Charitable Organizations | 22 | $35M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MANSKE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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