San Antonio Wealth, LLC
RIAState Registered
Total AUM
$523K
Discretionary
$523K
100% of AUM
Avg account
$174K
Accounts
3
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 324080
- Website
- sanantoniowealth.net
- 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 is an independent, individually owned limited liability company that provides advisory services to individuals and families. The firm is state-registered in Texas and operates on a percentage-of-assets-under-management fee model. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third‑party advisers and managers on clients’ behalf. SAN Antonio Wealth identifies as a capital allocator and does not present itself as an ESG-focused or multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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