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Civitas Wealth Management, LLC (Dallas)


Civitas Wealth Management, LLC is an adviser based in Dallas. It manages $16.02 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2011.




Civitas Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Civitas Wealth Management: assets under management

The assets under management (AUM) of Civitas Wealth Management, LLC is $16.02 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $8 million in discretionary accounts and $8.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $800.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $729.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Civitas Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Civitas Group Holdings Shareholder 1 Jun 2011 75% - 100% 45-2917175
Daniel Joseph Healy Shareholder 1 Jul 2011 25% - 50% 5051498

Based in Dallas

The principal office where Civitas Wealth Management, LLC performs its advisory services is located at 900 Jackson Street, Dallas, TX 75202 4454, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-572-2300 or by fax 214-572-2398. The normal business hours are 8am - 5pm on Monday - Friday.


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