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Deion H

Series 66

San Antonio, TX

San Antonio Wealth, LLC

Deion Hardy is a financial advisor at San Antonio Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and CJ CPAs. Outside of finance, his background includes roles in various businesses such as Community Beer Co. and Vizza Wash. San Antonio Wealth LLC provides financial consulting and investment management services to individual investors and small businesses, focusing on portfolio management and asset allocation. The firm employs a core-and-satellite investment approach using both passive and active index products and is notable for its willingness to use advanced trading strategies and sub-adviser allocations.

Active portfolio management Passive / index investing
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Dionelle R

Series 66

San Antonio, TX

San Antonio Wealth, LLC

Dionelle Rucker is a financial advisor at San Antonio Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Torres Financial Services, Inc. and Rucker Financial Group, LLC, a business services company he owns and operates in San Antonio, TX. San Antonio Wealth, LLC provides financial consulting and investment management to individual investors and small businesses, focusing on portfolio management and asset allocation primarily through mutual funds and exchange-traded funds. The firm employs a core-and-satellite approach using both passive and active index products and engages in discretionary management under written investment policies.

Active portfolio management Passive / index investing
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