SOUTHWEST WEALTH ADVISORS, LLC

SOUTHWEST WEALTH ADVISORS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 149042). Regulatory assets under management: $15.0M.

Registration

• CRD: 149042
• SEC file number: 801-69830
• Type: Registered investment adviser
• Location: 3011 NACOGDOCHES RD, BLDG 2, SAN ANTONIO, TX, 78217
• Phone: 210-320-8672
• Latest filing: 2010-08-10
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 148

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 149042 on SEC IAPD (source of record)
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