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
Satx Wealth Management LLC
By the Numbers
-
Total Assets Under Management96MILLION
-
Total Number of Accounts546ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Satx Wealth Management LLC
1
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 (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.
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