Austerra Wealth Management LLC

Austerra Wealth Management LLC (CRD# 161964) is a financial advisory firm headquartered in Dallas, TX. They manage $201,876,272 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5910 N. Central Expressway, Suite 1875, Dallas, TX 75206
http://www.austerra.com
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $5,456,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Austerra Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Holland, financial advisor Dallas TX
Mark C. Holland
CRD#: 3165689
5910 N. Central Expressway, Suite 1875, Dallas, TX 75206

Mark Holland (CRD# 3165689) is an Investment Advisor Representative working at Austerra Wealth Management LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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