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Falls Wealth Management, Inc. (San Antonio)


Falls Wealth Management, Inc. is a large advisory firm based in San Antonio. It manages $27.42 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.




Falls Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Falls Wealth Management: assets under management

The assets under management (AUM) of Falls Wealth Management, Inc. is $27.42 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.57 million in discretionary accounts and $25.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $615.47 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Falls Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Falls Wealth Management, Inc. performs its advisory services is located at 745 E. Mulberry Avenue, San Antonio, TX 78212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-732-6181 or by fax 210-732-4515. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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