San Antonio Wealth, LLC logo

San Antonio Wealth, LLC

Updated today

Client assets under management

$523,175

Clients

3

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

2

Very Low

Average account size

$174,392

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

Portfolio management Selection of other advisers

Expertise

Active portfolio management Passive / index investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$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%

Other

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 location

San Antonio Wealth, LLC

San Antonio TX, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Deion H

Series 66

San Antonio, TX

San Antonio Wealth, LLC

Deion Hardy is a financial advisor at San Antonio Wealth, LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at CJ CPAs, Edward Jones, and Force Asset Management, among others. Outside of finance, he has worked in various business and service roles, including utility services and entrepreneurial ventures. San Antonio Wealth, LLC provides financial consulting and investment management services to individual investors and small businesses, focusing on portfolio management and asset allocation primarily through no-load or low-load mutual funds and ETFs. The firm employs a core-and-satellite asset allocation approach with both passive and active index products and is notable for its readiness to use advanced trading strategies and to delegate discretionary management to sub-advisers.

Active portfolio management Passive / index investing
user avatar

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 previously worked at Torres Financial Services, Inc. Outside of his advisory role, Mr. Rucker is the owner and president of Rucker Financial Group, LLC, a business providing office services to local small businesses. San Antonio Wealth, LLC offers financial consulting and investment management services primarily to individual investors and small businesses. The firm employs a core-and-satellite approach to asset allocation, using both passive and active index products, and applies fundamental and technical analysis with the capacity to utilize advanced strategies such as short-selling, leverage, margin, and derivatives.

Active portfolio management Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")