Austerra Wealth Management LLC

Austerra Wealth Management LLC (CRD# 161964) is a financial advisory firm headquartered in Dallas, TX. They manage $20,090,175 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $372,040
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 C. Holland
CRD#: 3165689
15301 Dallas Parkway, Suite 960, Dallas, TX 75001
90
Wealthminder
score

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. Mark Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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