Wealth manager, wrap-program sponsor · Houston, TX
Manske Wealth Management, LLC
SEC-registered investment adviser · CRD 164401 · SEC 801-79212
At a glance
Manske Wealth Management, LLC is an SEC-registered investment adviser based in Houston, Texas, with $707 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is individuals, and it reports 480 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 2,121st of 8,915 wealth managers and 6,507th of 17,210 SEC-registered advisers by assets.
Main office 713-581-1994manskewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $707M
- Rank among wealth managers
- #2,121 of 8,915
- Rank among all SEC RIAs
- #6,507 of 17,210
- Rank in Texas
- #396 of 1,081
- Individual clients
- 480
- High-net-worth clients
- 0
- Accounts
- 502
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Christopher R. ManskeChief Executive Officer
- Lien M. BusbyChief Compliance Officer
Custody and brokerage
Custodian
Manske Wealth Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Manske Wealth Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Under this arrangement, clients may implement securities transactions through certain of MWM’s Supervised Persons in their respective individual capacities as registered representatives of Purshe Kaplan Sterling Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 480 | $672M | 95% |
| Pension and profit sharing plans | 22 | $35M | 5% |
Disciplinary disclosures
Manske Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗manskewealth.com ↗
AtlasMembers
The full record on Manske Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,470 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Manske Wealth Management, LLC manage?
Manske Wealth Management, LLC reports $707 million in regulatory assets under management across 502 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Manske Wealth Management, LLC?
Manske Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Manske Wealth Management, LLC’s clients?
By assets, its largest client types are individuals ($672 million, 480 clients); pension and profit sharing plans ($35 million, 22 clients).
Does Manske Wealth Management, LLC have any disciplinary history?
Manske Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Manske Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →