RIA Intel›Advisers›Texas›SA FINANCIAL SOLUTIONS, LLC

SA FINANCIAL SOLUTIONS, LLC

Advisory

SAN ANTONIO, TX

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in TX
#2,731
of 2,813 advisers by AUM
Average account
$146K
across 3 accounts
AUM per adviser
$219K
2 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$438K
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$438K
Discretionary AUM$438K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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