Austerra Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 26, 2026, reports $230M in regulatory assets under management, 3 employees, and 39 accounts.
Assets Under Management
$230M
Employees
3
Offices
--
Total Clients
16
Primary office
DALLAS, TX
5910 N. CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.5% of total clients.
Top client categories% of clientsClients
1
HNWI
87.5%
14
2
Pooled Investment Vehicles
12.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 26, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$230M
Total Accounts39
10Y AUM Change+$94M (+68.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.