$523.2K Total AUM
$523.2K Disc. AUM
-- 3Y CAGR
2 Employees
3 ADV. Clients
2 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2023
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About SAN Antonio Wealth, LLC
San Antonio Wealth is an independent, family-owned RIA in San Antonio, Texas providing financial planning and portfolio management, including estate planning and insurance guidance. The firm builds client portfolios primarily using ETFs and supports asset allocation and portfolio construction. Led by owner/president Dionelle Rucker, the practice works with retail clients and reports relationships with custodians such as Schwab and Merrill Lynch.
Team overview
31 AVG AGE
$261.6K AVG AUM / ADVISOR
$174.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DIONELLE RUCKER
Owner, President
- CRD
- #6361863
- Ownership
- 75% or more
Available
Available
Available
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Deion Evan Hardy
--
- CRD
- #7708844
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $523,175 | -- |
| Non-Discretionary | $0 | -- |
| Total | $523,175 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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