Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Houston, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
600
Avg Client Age
64
Overview

Mint Wealth Management is an independent, fiduciary, and award-winning wealth management firm, with offices in Houston and The Woodlands, and clients in 12 states in the United States with a commitment to building on to an extraordinary team in Houston during 2019.

The very foundation of Mint Wealth's business model is an unfaltering belief that, “if we take outrageously good care of our clients, and treat the members of our team like family, everything else will take care of itself”.

Our commitment to this rather unique approach to business will be validated in the June 2019 edition of Texas Monthly Magazine, which listed Mint Wealth Management as the one of top 1% Registered Investment Advisory firm in the country.

In addition, Mint Wealth Management was recognize with a BBB Accreditation in 2019 because of frequent positive requests on the high level of service our clients obtained.

From the CEO to the entry level para-planner, many of our professionals graduated from the Texas Tech University financial planning program which according to Investopedia, the Texas Tech financial planning program is a Top 5 school in the nation. Financial Planning Magazine's survey also ranked Texas Tech's financial planning program as one of the most influential programs in the profession.

Further, on a local level, Mint Wealth has been named for the past five years by the Texas Monthly as one of the Best Wealth Managers in Client Satisfaction.

Mint Wealth Management business model is to attract exceptional financial planners in Austin, Dallas, Houston and San Antonio by providing them with virtually all of the advantages of owning their own firm, but without the many associated headaches, and surrounding them with a culture and an environment where the best interest of the client is always placed above all else.

It has produced a team recognized for its expertise, and regularly quoted in publications around the world including various radio shows including CNN and taught retirement planning colleges at many of the local universities and colleges in Texas for decades.

If you would like to learn more about the Mint Wealth Management difference, please respond to this query, or visit ___

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...