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Building 2SOUTHWEST WEALTH ADVISORS, LLC

Map pinSAN ANTONIO, TX
Phone210-320-8672
NotebookSEC #801-69830
Total AUM
$15M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3011 NACOGDOCHES RD
BLDG 2
SAN ANTONIO
TX 78217
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
210-320-8672

ReceiptFinancials

Total AUM
$15M
Accounts
148
Discretionary
$15M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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