San Antonio Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
San Antonio Wealth LLC provides financial consulting and investment management services to individual investors and small businesses, with an emphasis on portfolio management, asset allocation, and client reporting using no-load or low-load mutual funds and exchange-traded funds. The firm’s client base is concentrated among non–high-net-worth individuals rather than high-net-worth households.
The firm typically implements a core-and-satellite approach to asset allocation, using both passive and active index products and operating primarily on a discretionary basis under written investment policy statements and periodic reviews. San Antonio Wealth describes the use of both fundamental and technical analysis and discloses readiness to employ strategies such as short-selling, leverage, margin, and derivatives, which can increase portfolio risk relative to more conventional retail programs.
San Antonio Wealth is a newly formed, small-scale adviser with modest assets under management and a very small client roster, and it may allocate client assets to unaffiliated sub‑advisers without additional client notification and without charging separate sub‑adviser fees. Compared with peers, the firm’s small scale combined with its explicit willingness to use advanced trading techniques and to delegate discretionary management to sub‑advisers are notable operational distinctions.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.80% $20,000,001+: 0.60%
Account minimum: $100,000 Fee-only: Fees are based on a percentage of assets under management; no commissions or sales charges are accepted.
Main office
San Antonio TX
Advisors at this office
2
Most active in
Texas
Also doing business as
San Antonio Wealth Management, LLC · San Antonio Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
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