ANN T. COFFEY WEALTH MANAGEMENT LLC
SEC file number 801-77092
· HOUSTON, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$5.5M
Discretionary AUM
$5M
Employees
1
Clients
—
Firm
- Address
- 9821 KATY FREEWAY
HOUSTON, TX 77024 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M