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Scout the DayOneLead fox with a Texas new business filings stampEvery new Texas sales tax permit, every day
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Wealth Management Sales Tax Permits in Houston, TX

1 wealth management businesses with recent Texas sales tax permits in Houston.

Updated August 19, 2026 · Most recent sales tax permit Dec 30, 2025

1
Total Permits
Dec 30, 2025
Most Recent
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About Wealth Management Businesses in Houston

This page lists wealth management businesses receiving new sales tax permits in Houston, Texas. We currently track 1, sourced directly from the Texas Comptroller of Public Accounts and refreshed daily as new permits are issued.

Recent additions include Symphony Financial. The most recent wealth management sales tax permit was on Dec 30, 2025.

Each entry shows the permit issue date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Houston, this is one of the freshest prospect lists in the market.

Use recent wealth management registrations in Houston as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Permits

Symphony Financial

Dec 30, 2025
Wealth ManagementVerifiedHouston, TX

Symphony Financial, Ltd. Co. is a wealth management firm based in Houston, TX, operating from 4295 San Felipe St Ste 300. The firm manages $1.4 billion in assets for high net worth clients and has over 800 clients, according to financial advisor profiles. It is a registered investment advisory firm with a focus on financial planning and investment management.

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