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
Austerra Wealth Management LLC
By the Numbers
-
Total Assets Under Management202MILLION
-
Total Number of Accounts37ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Austerra Wealth Management LLC
1
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.
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