Texas Wealth Management, LLC

Houston, TX

Texas

Registered In

07/01/2016

Incorp. Date

Company Summary

Texas Wealth Management, LLC at 18333 Egret Bay Blvd STE 600, Houston, Tx 77058 lists Catherine J Hesse of Houston, TX and Salvador Elizondo Jr of Seabrook, TX.

Overview

Registered In

Texas

Incorporation Date

07/01/2016

Company Type

Domestic Limited Liability Company (Llc)

Status

In Existence

Registration Type

Domestic

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People

Michael W. Hesse Registered Agent	18333 EGRET BAY BLVD STE 600, HOUSTON, TX 77058
Catherine J Hesse Member	1318 PEDEN ST APT D, HOUSTON, TX 77006
Salvador Elizondo Jr Member	4022 SHADY SPRINGS DR, SEABROOK, TX 77586
Michael W Hesse Manager	18802 POINT LOOKOUT DR, HOUSTON, TX 77058

Map & Locations

18333 EGRET BAY BLVD STE 600, HOUSTON, TX 77058 View Map

Financials

Financial Information for Texas Wealth Management, LLC

Form 5500

TEXAS WEALTH MANAGEMENT, LLC

18333 Egret Bay Blvd STE 600, Houston, Tx 77058 (281) 333-3800 EIN:81-3199600 Plan Admin:Catherine Hesse

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$3,420,411 / $3,705,300	2023	TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$3,420,411 / $3,705,300
2022	Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$3,484,683 / $3,420,411	2022	TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 8	$3,484,683 / $3,420,411
2021	Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$3,081,087 / $3,484,683	2021	TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 8	$3,081,087 / $3,484,683
2020	Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 8 Assets BOY/EOY$2,586,508 / $3,081,087	2020	TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	11 / 8	$2,586,508 / $3,081,087
2019	Plan NameTEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$2,161,781 / $2,586,508	2019	TEXAS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	11 / 11	$2,161,781 / $2,586,508

Benefit & Retirement Plans based on Form 5500.

PPP Loans

TEXAS WEALTH MANAGEMENT

18333 Egret Bay Blvd., Suite 600, Houston, TX 77058-3298

Loan Date	Approved	Forgiven	Lender	Jobs
04/27/2020	Approved$207,000 Forgiven$209,303 Lenderb1BANK Jobs9	04/27/2020	$207,000	$209,303	b1BANK	9

PPP Loans based on Paycheck Protection Program.

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Address Match:18333 Egret Bay Blvd Ste 600 Houston, TX

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Address Match:18333 Egret Bay Blvd Houston, TX

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration