AUSTERRA WEALTH MANAGEMENT LLC
CRD #161964 SEC #801-126050 DALLAS, TX 214-810-0250
SEC Registered Private Funds
Total AUM
$224.5M
Discretionary
$224.5M
Employees
3
Clients
0
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $224.5M | $224.5M | $0 | 3 | 0 |
| Mar 2025 | $224.5M | $224.5M | $0 | 3 | 0 |
| Jan 2025 | $201.9M | $201.9M | $0 | 3 | 0 |
| Dec 2024 | $201.9M | $201.9M | $0 | 3 | 0 |
| Mar 2024 | $201.9M | $201.9M | $0 | 3 | 0 |
| Mar 2023 | $167.1M | $167.1M | $0 | 3 | 0 |
| Jun 2022 | $136.7M | $136.7M | $0 | 3 | 0 |
DateAug 2025
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$224.5M
Discretionary$224.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$201.9M
Discretionary$201.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees3
Clients0