Adviser Profile

As of Date 07/05/2025
Registration status Registration Changed to SONNET, LLC
ADV Location SPRING, TX, United States
Contact Info 281 xxxxxxx
Websites
AUM* 117,547,409 21%
of that, discretionary 111,218,579 21%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 302,178 14%
% High Net Worth 11.15% 2%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees