SATX WEALTH MANAGEMENT LLC

SATX WEALTH MANAGEMENT LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 154909). Regulatory assets under management: $1.1M.

Registration

• CRD: 154909
• Type: Registered investment adviser
• Location: 1100 NE LOOP 410, SAN ANTONIO, TX, 78209
• Phone: 210-684-1071
• Latest filing: 2025-04-21
• Regulatory AUM: $1.1M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154909 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search