Austerra Wealth Management LLC
Austerra Wealth Management LLC is an SEC-registered wealth manager in Dallas, TX with $230.3M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Austerra Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161964, SEC 801-126050, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $230.3M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 16
- CRD
- 161964
- Ownership
- HOLLAND, MARK, CAVIN
How much AUM does Austerra Wealth Management LLC have?
Austerra Wealth Management LLC reported $230.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Austerra Wealth Management LLC?
Disclosed owners and executives of Austerra Wealth Management LLC include HOLLAND, MARK, CAVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.