USA ASSET MANAGEMENT, LLC

USA ASSET MANAGEMENT, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 130946). Regulatory assets under management: $32.4M.

Registration

• CRD: 130946
• Type: Registered investment adviser
• Location: 6010 W SPRING CREEK PARKWAY, PLANO, TX, 75024
• Phone: 1-888-872-8898
• Latest filing: 2026-03-31
• Regulatory AUM: $32.4M
• Discretionary AUM: $32.4M
• Clients: 3
• Accounts: 198

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search