Collins Wealth Management

Financial planning in Sugar Land, TX

State registeredNo commissions reported

Call (281) 766-4850 Send a message Map ↗

Public-record details

Address: 14090 Southwest Freeway Suite 300, Sugar Land, TX 77478
Phone: (281) 766-4850
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Collins Wealth Management LLC
CRD number: 314610
Registration: State registered: TX
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $3.6 million
Accounts managed: 60
Clients reported (Form ADV 5.D): 60
Individual / high-net-worth clients: 60 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-02

State registered (TX) investment adviser, CRD 314610, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 314610 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Sugar Land

Angelus Wealth, LLC77 Sugar Creek Center Blvd, Suite 600 · Sugar Land, TX 77478 · (346) 409-7974 · Financial planningCRD 328571 · % of assets, Hourly charges, Fixed fees · $244,568 AUMState registeredNo commissions reported Chung Wu Investment Group, LLC1415 Lake Pointe Parkway · Sugar Land, TX 77478 · (281) 203-0069 · % of assets managedCRD 170362 · % of assets · $147.5 million AUMSEC registeredNo commissions reported Incomar Investments, LLC101 Southwestern Blvd, Suite 112 · Sugar Land, TX 77478 · (713) 776-1860 · % of assets managedCRD 114455 · % of assets · $91.9 million AUMState registeredNo commissions reported James G. McClellan CPA12926 Dairy Ashford Rd, Suite 100 · Sugar Land, TX 77478 · (281) 240-0330 · Financial planningCRD 114230 · % of assets, Hourly charges · $34.4 million AUMState registeredNo commissions reported Kings Path Partners LLC1039 Imperial Blvd, Suite 201 · Sugar Land, TX 77498 · (832) 500-3101 · Financial planningCRD 269876 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reported Marshall Wealth Management, LLC1404 Lake Point Pkwy · Sugar Land, TX 77478 · (832) 440-7293 · Financial planningCRD 123661 · % of assets, Hourly charges, Fixed fees · $6.2 million AUMState registeredNo commissions reported Nestvst14090 Southwest Fwy, Suite 300 · Sugar Land, TX 77478 · (832) 592-1760 · Flat / fixed feesCRD 336825 · % of assets, Fixed fees · $7,067 AUMSEC registeredNo commissions reported Rwm Capital, LLC1600 Highway 6, Suite 340 · Sugar Land, TX 77478 · (832) 981-7000 · Financial planningCRD 310635 · % of assets, Hourly charges, Fixed fees · $222.4 million AUMSEC registeredNo commissions reported

All 12 in Sugar Land →