Texada Wealth Management
Texada Wealth Management is a solo financial advisory practice in Covington, Louisiana, where Dan Texada delivers retirement planning, investment management, and broader financial planning services to individual households in the Northshore Louisiana area via Cetera Advisors LLC.
- Company typePrivate
- Founded2020
- HeadquartersCovington, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Texada Wealth Management does
Texada Wealth Management is a solo financial advisory practice based in Covington, Louisiana, providing retirement planning, investment management, estate planning, insurance, and tax planning services to individual households in the Northshore Louisiana area. The firm is operated by a single principal advisor, Dan Texada, who holds FINRA Series 7 and Series 66 registrations and delivers services both as a Registered Representative (offering brokerage services on a transaction-fee/commission basis) and as an Investment Adviser Representative (offering advisory services on an asset-based fee basis). Securities and advisory services are offered through Cetera Advisors LLC, a third-party broker-dealer and Registered Investment Advisor (member FINRA/SIPC) that provides the regulatory and operational platform; client account access runs through Cetera's AdviceWorks portal.
The firm's product surface is essentially a single integrated advisory service supported by an educational content layer. That content layer includes a resource center with 30+ interactive financial calculators, 75+ articles, and 50+ videos covering retirement, investment, estate, insurance, tax, money, and lifestyle topics, hosted on an FMG Suite website template. There is no proprietary technology platform, no AI/ML capabilities, and no software products; the calculators, articles, and videos function as top-of-funnel marketing and client-education tools rather than billable product lines.
Texada's business model is dual-revenue: advisory fees calculated on assets under management (a recurring, AUM-linked stream) plus brokerage commissions on securities transactions. Pricing is not publicly disclosed and is presumably negotiated per client. Go-to-market is direct-to-consumer via the website, content marketing, referrals, and direct outreach (phone and email). The customer base is exclusively individual retail investors and households; no institutional, corporate, or third-party advisor channel exists. Ownership is independent and privately held by the principal advisor, with no parent company, no institutional investors, no funding rounds, and no M&A activity disclosed.
Texada Wealth Management firmographics
Firmographics- Name
- Texada Wealth Management
- Legal name
- Texada Wealth Management
- Website
- https://texadawealth.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Texada Wealth Management is a solo financial advisory practice in Covington, Louisiana, where Dan Texada delivers retirement planning, investment management, and broader financial planning services to individual households in the Northshore Louisiana area via Cetera Advisors LLC.
- Ownership category
- akta.pro rank
Texada Wealth Management industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Texada Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Covington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Texada Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Brokerage Services: Dan Texada is a Registered Representative of Cetera Advisors LLC, offering securities brokerage services with transaction-based compensation (commissions) on securities purchases and sales.
- Investment Advisory Services: Dan Texada is an Investment Adviser Representative offering advisory services with fees based on assets under management.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Texada Wealth Management product offering
Product offeringCore offering
Texada Wealth Management is a solo financial advisory practice operated by Dan Texada that provides personalized retirement planning, investment management, estate planning, insurance, and tax planning services to individual clients. Brokerage services are delivered as a Registered Representative and investment advisory services as an Investment Adviser Representative through Cetera Advisors LLC.
Product overview
Texada Wealth Management is a financial advisory firm that operates as a single, integrated advisory service rather than a modular software platform. The firm offers personalized financial advisory services including retirement planning and investment management, supported by educational tools including a financial calculators suite, an educational video library, and an article resource center. These tools are designed to help clients understand and engage with various financial planning topics including retirement, estate planning, investments, insurance, tax strategies, and personal finance.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Advisory Services Personalized financial guidance including retirement planning, investment management, estate planning, insurance, and tax planning services delivered through long-term advisory relationships. Services offered both as brokerage (transaction-based commissions) and as investment advisory (asset-based fees) through Cetera Advisors LLC.
Companies that use Texada Wealth Management
Customer profileSegments2 records
Ideal customer profiles1 record
Texada Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Texada Wealth Management partnerships and signals
Strategic signalRecent moves3 records
Expansion highlights2 records
Texada Wealth Management competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Independent RIA offering comprehensive financial planning, investment management, retirement, estate, and tax planning to individuals. Directly comparable in service breadth and RIA structure, though at much larger scale.
- Fisher Investments: Large independent RIA providing personalized investment management and retirement planning to individuals and institutions. Comparable as an independent advisory firm with AUM-based fees serving retail clients, though at substantially greater scale than Texada.
- Ritholtz Wealth Management: Boutique RIA offering investment management and financial planning to high-net-worth and mass-affluent individuals. Directly comparable as an independent advisory practice built around personalized planning and content-driven client engagement.
Emerging players
- Empower (formerly Personal Capital): Hybrid advisory and technology platform combining digital tools with human advisors for retirement planning and investment management. Comparable target customer and service mix but operates with significantly greater scale and proprietary technology.
- Facet Wealth: Digital-first financial planning firm offering retirement, investment, tax, and estate planning to individuals via a hybrid advisor-and-technology model. Comparable in target market and planning pillars but differentiates through a tech-enabled delivery approach.
Broad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S., supporting a national network of independent financial advisors offering retirement and wealth management. Functions as a comparable platform to Cetera, on which Texada-equivalent practices operate.
- Cetera Financial Group: Texada operates as an independent advisor within the Cetera Advisors LLC broker-dealer/RIA network. Cetera is the parent platform providing regulatory, technology, and product infrastructure for thousands of similarly positioned advisory practices.
- Edward Jones: National broker-dealer and RIA serving individual investors with retirement and wealth planning through a large network of branch-based advisors. Highly comparable model to Texada's local solo advisor approach, but at massive scale.
- Raymond James Financial: Broker-dealer and RIA supporting a national network of independent financial advisors offering retirement and wealth management. Comparable to Texada through its independent advisor channel that delivers personalized advice to individuals.
- Ameriprise Financial: Large diversified financial services company with a vast independent advisor channel offering retirement, investment, estate, and tax planning to individuals. Operates a similar personal-advice model to Texada.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights5 records
Customer concentration
Texada Wealth Management social profiles
Digital presenceTexada Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Texada Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Texada Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Texada Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Texada Wealth Management
What does Texada Wealth Management do?
Texada Wealth Management is a solo financial advisory practice operated by Dan Texada that provides personalized retirement planning, investment management, estate planning, insurance, and tax planning services to individual clients. Brokerage services are delivered as a Registered Representative and investment advisory services as an Investment Adviser Representative through Cetera Advisors LLC.
Is Texada Wealth Management a public or private company?
Texada Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Texada Wealth Management founded?
Texada Wealth Management was founded in 2020. It employs 1 to 10 people.
Where is Texada Wealth Management based?
Texada Wealth Management is headquartered in Covington, United States, in the North America region.
How does Texada Wealth Management make money?
Two revenue lines are on record. Brokerage Services are the primary driver. The others are investment Advisory Services.
Who are Texada Wealth Management's main competitors?
Direct peers on record are Mariner Wealth Advisors, Fisher Investments and Ritholtz Wealth Management. Emerging players are Empower (formerly Personal Capital) and Facet Wealth. Broad incumbents are LPL Financial, Cetera Financial Group, Edward Jones, Raymond James Financial and Ameriprise Financial.
Does Texada Wealth Management have an API?
No public API is recorded for Texada Wealth Management.
What industry is Texada Wealth Management in?
Texada Wealth Management's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.