# Austerra Wealth Management LLC

> Austerra Wealth Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 161964
- Filed as: AUSTERRA WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161964
- AdvisorCensus page: https://advisorcensus.com/firm/austerra-wealth-management-llc-dallas-tx-161964

## Quick answers

**How is Austerra Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Austerra Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Austerra Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $300 to $500 an hour (consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Austerra Wealth Management LLC located?**
Austerra Wealth Management LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Austerra Wealth Management LLC registered with the SEC or a state?**
Austerra Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 161964.

**How much does Austerra Wealth Management LLC manage?**
Austerra Wealth Management LLC reports $230,269,794 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Austerra Wealth Management LLC's assets and staff changed since 2022?**
In the Form ADV data for Austerra Wealth Management LLC: Regulatory assets under management: $136,654,255 in the October 2022 data and $230,269,794 in the October 2026 data, up 69%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Austerra Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Austerra Wealth Management LLC use?**
Austerra Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Austerra Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161964

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $300 to $500 an hour (consulting)

> Hourly consulting is available for a fee in the range of $300 .00 - $500.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $230,269,794
- Discretionary: $230,269,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $3,197,157 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $227,072,637 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- austerra.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $136,654,255 | 3 | June 8, 2022 |
| October 2023 | $167,118,034 | 3 | March 24, 2023 |
| October 2024 | $201,876,272 | 3 | March 27, 2024 |
| October 2025 | $224,463,375 | 3 | March 26, 2025 |
| October 2026 | $230,269,794 | 3 | March 26, 2026 |

Regulatory assets under management: $136,654,255 in the October 2022 data and $230,269,794 in the October 2026 data, up 69%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Austerra Wealth Management LLC (CRD 161964): Form ADV filing data as of October 2026.