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Austin Gentry Marrs

CFP®
TSA WEALTH MANAGEMENT
HOUSTON, TX
·CRD# 5979477·15 years experience

Professional Summary

Austin Gentry Marrs, CFP® is a registered financial advisor currently at TSA WEALTH MANAGEMENT located in Houston, Texas. Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Austin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

15 years in the financial services industry

Current & Past Employments

TSA WEALTH MANAGEMENT·CRD# 323123
RIA
5718 Westheimer Road Suite 950, Houston, TX 77057
October 3, 2022 - Present
TRI-STAR ADVISORS, INC.·CRD# 149760
RIA
Houston, TX
July 19, 2018 - February 24, 2023
CALTON & ASSOCIATES, INC.·CRD# 20999
BD
Houston, TX
January 2, 2015 - December 31, 2022
PARALLAX INVESTMENTS, LLC·CRD# 114924
RIA
Houston, TX
January 4, 2012 - July 30, 2018
TRI-STAR FINANCIAL·CRD# 32458
BD
Houston, TX
October 25, 2011 - December 31, 2014

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Current Firm

TW
TSA WEALTH MANAGEMENT

TSA WEALTH MANAGEMENT | TSA WEALTH MANAGEMENT LLC

CRD#: 323123 / SEC#: 801-126689
RIA
Registered Investment Advisory firm - SEC (9/30/2022 Approved)

Contact Information

Main Address

5718 Westheimer Road Suite 950, Houston, TX 77057

Phone Number

(713) 735-9217

# of Employees

3

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TSAWM ADV PART 2A (8/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

666

AUM (Assets Under Management)

$358,837,826

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Name of Business: State of Texas General Lines Agent. Investment related. Address: 5718 Westheimer Rd. #950, Houston, TX 77057. Nature of Business: Insurance product Sales. Position/Title/Relationship: Insurance Agent. Start Date: 10/13/2016. Hours per month: 3. Hours per month during Securities trading hours: 5%. Duties/Responsibilities: Research various types of annuities and insurance products for the purpose of presenting and potentially selling policies clients.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TSA WEALTH MANAGEMENT

TSA WEALTH MANAGEMENT | TSA WEALTH MANAGEMENT LLC

CRD#: 323123 / SEC#: 801-126689
RIA
Registered Investment Advisory firm - SEC (9/30/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(10/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Austin Gentry Marrs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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