San Antonio Wealth, LLC

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.