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MS

Matthew B. Silvey

TEXAS FAMILY WEALTH
FRIENDSWOOD, TX 77546
CRD#: 8066120
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MS
Matthew Bret SilveyTEXAS FAMILY WEALTH

Professional summary

Matthew Bret Silvey is a registered financial advisor currently at TEXAS FAMILY WEALTH, LLC located in Friendswood, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Bret Silvey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2026 - Present

TEXAS FAMILY WEALTH, LLC

Office #1: 161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546
RIA
CRD#: 327332
FRIENDSWOOD, TX

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".
TF
TEXAS FAMILY WEALTH, LLC
SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA
Registered Investment Advisory firm - (8/18/2023 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.

Highlighted states indicate IAR registrations

IAR
Texas
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/23/2026
Uniform Investment Adviser Law Examination

Current Firm

TF
TEXAS FAMILY WEALTH, LLC
SHB FINANCIAL SERVICES, LLC | TEXAS FAMILY WEALTH, LLC

CRD#: 327332 / SEC#: 801-128585

RIA
Registered Investment Advisory firm - (8/18/2023 Approved)
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Contact information

Main Address
161 W Shadowbend Avenue Suite 101, Friendswood, TX 77546
Mailing Address
Phone number
(281) 482-3100
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TEXAS FAMILY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/26/2025)

Regulatory assets under management

Total Number of Accounts975
AUM (Assets Under Management)$ 228,789,532

Red Flags

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.

Company Information

TEXAS FAMILY WEALTH, LLC

CRD#: 327332Friendswood, TX 77546

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