# Southwestern Money Management

Southwestern Money Management is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** southwesternmoney.com
- **LinkedIn:** https://www.linkedin.com/company/southwestern-money-management-llc

## Regulatory record

- **CRD number:** 304033
- **SEC file number:** 801-117271
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304033

## About

Founded in 2019 in San Antonio, Southwestern Money Management operates as a tightly restricted wealth manager. The firm's public disclosures confirm a traditional private-client toolkit: investment management, financial planning, and portfolio management. No fund vehicles, co-investment programs, or direct-deal track records appear in available public material. The geographic footprint defaults to Texas, with no additional offices or satellite locations disclosed. The firm does not publish headcount, AUM, or deployment figures. No named principals, operating-company relationships, philanthropic foundations, or peer-network affiliations surface in its minimal public record. The decision to restrict new-client intake — prominently displayed on the sole functioning web page — is the single most distinguishing operational update available. Southwestern Money Management's structural differentiator lies in its closed-door posture.

## Questions

### Who runs investment decisions at Southwestern Money Management?

No named principals, portfolio managers, or advisors appear in the firm's public disclosures. The website provides only a service description and a closed-to-new-clients notice. Without SEC Form ADV details or named professionals, the investment leadership remains unverifiable from public material.

### What services does Southwestern Money Management actually offer?

Per its curated public description, the firm provides investment management, financial planning, and portfolio management. The advisory services are targeted at high-net-worth individuals. There are no public details on asset-class specializations, internal vs. external manager use, or reporting frameworks.

### Does Southwestern Money Management have any public investment track record or disclosed portfolio positions?

No. The firm has not published any performance data, portfolio holdings, case studies, or transaction announcements. All investment activity remains opaque to external review.

## Related profiles

- [Southwest Carpenters Pension Trust](https://altss.com/profile/southwest-carpenters-pension-trust)
- [Southwest Investment Advisors](https://altss.com/profile/southwest-investment-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/southwestern-money-management

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