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Multi-Family OfficeRIA · CRD 154909

Updated:

SATX Wealth Management LLC

SATX Wealth Management LLC is an SEC-registered investment adviser in San Antonio, TX. The firm manages approximately $1 million in regulatory assets.

Overview

SATX Wealth Management LLC is an SEC-registered investment adviser in San Antonio, TX. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

San Antonio

Corporate office

San Antonio, TX, United States

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Which sectors does SATX Wealth Management LLC explicitly avoid?

The firm has not publicly disclosed sectors it avoids. Its known focus areas — private credit, real estate, infrastructure, and hedge funds — suggest it does not allocate to venture capital, public equities (except through hedge funds), or early-stage technology.

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