SAN ANTONIO WEALTH, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324080
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
San Antonio Wealth, LLC operates as a limited liability company focused on providing wealth management services primarily to individuals and families. The firm engages in portfolio management and the selection of other advisers, catering to a client base that seeks personalized financial guidance. San Antonio Wealth emphasizes a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Deion Hardy
Financial AdvisorCRD 7708844
DIONELLE RUCKER
PresidentCRD 6361863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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