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AUSTERRA WEALTH MANAGEMENT LLC

CRD 161964 · SEC 801-126050

Visit website

5910 N. CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX, 75206, United States

Phone

214-810-0250

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$230.3M

Discretionary AUM

$230.3M

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
High net worth individuals14$3.2M
Pooled investment vehicles2$227.1M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD