SAN ANTONIO WEALTH, LLC

SAN ANTONIO WEALTH, LLC is an SEC-registered investment adviser (CRD 324080). Regulatory assets under management: $523K.

Registration

• CRD: 324080
• Type: Registered investment adviser
• Phone: 210-420-8477
• Latest filing: 2025-03-31
• Regulatory AUM: $523K
• Discretionary AUM: $523K
• Clients: 2
• Accounts: 3

Business model

Compensation: % of AUM.

Clients served: 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 324080 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search