Tsa Wealth Managment LLC
TSA Wealth Management LLC is an SEC-registered investment adviser headquartered in Houston, Texas. The firm specializes in retirement planning, long-term investment management, and estate planning for retirees, with a client base exceeding 100 individuals and assets under management of over $300 million. Founded in or before 2024, TSA Wealth Management focuses on delivering personalized, fee-only wealth management services aimed at helping clients achieve financial security and peace of mind in retirement. The firm employs a team of professionals who exclusively serve retirees, distinguishing itself by transparent pricing and institutional asset management expertise.
Investment Strategy
TSA Wealth Management LLC employs a long-term investment strategy tailored to the needs of retirees, focusing on protecting and growing wealth throughout retirement, constructing academically sound portfolios based on individual goals, risk preferences, and overall financial picture. The firm emphasizes simplicity, goal-based planning, resilient portfolio construction to weather market volatility, and prioritizes clients' lifestyle and legacy aspirations. All investment management is commission-free and predominantly uses a transparent, tiered asset-based fee schedule.
Latest 13F Filing Activity
Tsa Wealth Managment LLC filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $274M. The fund increased holdings in Blackrock Etf Trust, Vanguard Charlotte FDS, Ishares TR among other positions. Tsa Wealth Managment LLC reduced exposure to Ishares TR, Schwab Strategic TR, Ishares Inc. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 8.92% | $24.4M | 336,092 | $56.72 | $72.69 | -$1.3M |
S SCHZ | SCHWAB STRATEGIC TR | 8.29% | $22.7M | 976,395 | $23.26 | $23.24 | -$2.9M |
Q QUAL | ISHARES TR | 6.16% | $16.9M | 92,271 | $150.15 | $182.82 | +$803.1K |
O OEF | ISHARES TR | 5.90% | $16.1M | 53,043 | $244.98 | $304.35 | +$3.5M |
D DYNF | BLACKROCK ETF TRUST | 5.62% | $15.4M | 282,255 | $44.47 | $54.46 | +$1.6M |