Austerra Wealth Management

Asset Manager SEC-registered adviser

Legal name: Austerra Wealth Management LLC

Dallas, TX Website

AUM

$230.3M
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$227.1M
Gross asset value

Employees

3

Last Form D raise

—

From SEC Form ADV filing (filed Mar 26, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

M
Managing Member/President/CCO

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Austerra Stable Growth Fund, LPOther$130.5M———
Austerra Stable Income Fund, LPOther$96.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
161964
SEC file number
801-126050

Sources