Satx Wealth Management LLC

Satx Wealth Management LLC (CRD# 154909) is a financial advisory firm headquartered in San Antonio, TX. They manage $96,180,129 in 546 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1100 Ne Loop 410, Suite 350, San Antonio, TX 78209
https://www.wsmtexas.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $176,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Satx Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kelly Compton, financial advisor San Antonio TX
Kelly G. Compton
CRD#: 4329646
1100 Ne Loop 410, Suite 350, San Antonio, TX 78209

Kelly Compton (CRD# 4329646) is an Investment Advisor Representative working at Satx Wealth Management LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

2
George Williams, financial advisor San Antonio TX
George C. Williams
CRD#: 3114848
1100 Ne Loop 410, Suite 350, San Antonio, TX 78209

George Williams (CRD# 3114848) is an Investment Advisor Representative working at Satx Wealth Management LLC in San Antonio, TX and has over 23 years 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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