TrueAdvisor
TrueAdvisor
MM
CFP
MM
CFP

Michael Peter Mansur

Org Wealth Partners
27 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Org Wealth Partners
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
137 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$415.8M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.02%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

5001 Spring Valley Rd., Suite 810W, Dallas, TX, 75244

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2001
Final
Employment Separation After Allegations
October 2001
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an Investment Advisor Representative (IAR) at Castleview Partners, LLC, focusing on fee-based asset management, and spends full-time hours on this. Michael is also an insurance agent and President of ORG Partners, dedicating minimal time to the latter.

Employment History
Current Registrations
Ascentis Wealth Management, LLC
July 2024 - Present · 1 yr 7 mos
Org Partners
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Castleview Advisory
January 2019 - December 2019 · 11 mos
Castleview Advisory
March 2018 - December 2018 · 9 mos
Castleview Advisory
March 2016 - December 2017 · 1 yr 9 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2015 - January 2016 · 3 mos
Castleview Partners, LLC
October 2015 - December 2021 · 6 yrs 2 mos
Stifel, Nicolaus & Company, Incorporated
March 2009 - October 2015 · 6 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - October 2015 · 6 yrs 7 mos
Stanford Group Company
November 2006 - March 2009 · 2 yrs 4 mos
Stanford Group CompanyBroker
November 2006 - March 2009 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
February 2002 - November 2006 · 4 yrs 9 mos
Morgan Stanley
February 2002 - November 2006 · 4 yrs 9 mos
Lord Abbett Distributor LLCBroker
April 1998 - November 2001 · 3 yrs 7 mos
State Registrations3 states
INLATX
Advisor
Exams
No exam information available for this advisor.