Home About Login Sign up Contact us

Austerra Wealth Management LLC

Do you like the
company? Save it!

save company
illustration

Austerra Wealth Management LLC in Dallas, TX

You can add a company to your Saved companies to get updates.

save company

Summary

Austerra Wealth Management LLC logo
Name
Austerra Wealth Management LLC
Domain
Year founded
2012
Description

Austerra Wealth Management LLC is a full service independent wealth management firm formed to cater to the demanding financial needs of business owners, successful professionals, and wealthy families. At Austerra, we understand every client is unique and so are their financial needs, so a "listen first" approach is taken to thoroughly understand our clients' situation before customizing a solution. We establish long-term partnerships with our clients based on trust, straightforward communication, and results. Austerra Wealth Management LLC is a fee only independent Registered Investment Advisor that does not receive commissions or sell insurance. Austerra is deliberately independent in order to remain completely unbiased in its advice, free from investment bank, brokerage firm, and insurance company hidden agendas. The financial success of our clients is our number one objective and every aspect of our business is intentionally structured that way. After listening to investors over the years who wanted to earn a reasonable return on their money, without taking significant risk to do so, Austerra developed its proprietary fund that today sits at the heart of our investment strategy.

Strengths
  • Austerra Wealth Management LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Austerra Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses

Annual Revenue

$8067000

Revenue per employee

$
218027

Variance of revenue growth

0.06

Annual revenue growth since founding

$
1008375

Revenue growth rate from first known quarter to current

68.1 %

Employee Count

37 employees

Employee growth rate from first known quarter to current

54.2 %

G Score

G Score

G1

Revenue is greater than the industry median.

G2

Income per employee more than industry average.

G3

Revenue growth rate from the first known quarter to current is higher than the industry average.

G4

Employee growth rate from the first known quarter to current is higher than the industry average.

G5

Variance of revenue growth is less than the industry average

G6

Annual revenue growth since founding is higher than the industry average.

Location

continent
location

5910 North Central Expy., Ste. 1875 
Dallas, TX  75206

Ideal Fit Acquirer

Best Private Equity firm

Kayne Anderson Capital Advisors LP

Kona Equity can help connect Austerra Wealth Management LLC to Kayne Anderson Capital Advisors LP to discuss future partnerships, facilitate mergers and acquisitions conversations, financing events, and thoughts on the future.

Kona Equity has 26238 similar Financial services companies if you're interested in seeing other companies.

Start Now

Key Information

Name:

Austerra Wealth Management LLC

Tags:

Investment Banking; Finance

Category:

Financial services

Website:

https://www.austerra.com

Industry:

Financial Consultant

SIC:

62

NAICS:

523910; 523