AUSTERRA WEALTH MANAGEMENT LLC

5910 N. Central Expressway
Suite 1875
Dallas, Texas 75206
Tel: 214-810-0250

About AUSTERRA WEALTH MANAGEMENT LLC

AUSTERRA WEALTH MANAGEMENT LLC, formally registered with the SEC as AUSTERRA WEALTH MANAGEMENT LLC. The firm was established in 07/08/2022. They have over 1 offices throughout the country.

AUSTERRA WEALTH MANAGEMENT LLC is a Dallas, Texas based Financial Planning firm with nearly $201,876,272 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161964
SEC#	801-126050
Assets Managed by Firm	$201,876,272
No. of Clients	37
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	37	$201,876,272
High net worth individuals	13	$2,994,568

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