SOUTHWESTERN MONEY MANAGEMENT LLC
  • SOUTHWESTERN MONEY MANAGEMENT LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 09/12/2019
ADV Location SAN ANTONIO, TX, United States
Contact Info 210 xxxxxxx
Websites
AUM* 48,349,956 21%
of that, discretionary 48,349,956 21%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,544,735 8%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

48M 41M 35M 28M 21M 14M 7M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary