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Building 2AUSTERRA WEALTH MANAGEMENT LLC

Map pinDALLAS, TX
Phone214-810-0250
NotebookSEC #801-126050
Total AUM
$230.3M
Employees
3
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5910 N. CENTRAL EXPRESSWAY
SUITE 1875
DALLAS
TX 75206
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
214-810-0250

ReceiptFinancials

Total AUM
$230.3M
Accounts
39
Discretionary
$230.3M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
14
AUM
$3.2M
Pooled Vehicle Clients
2
AUM
$227.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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