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Austerra Wealth Management LLC
Austerra Wealth Management, headquartered in Dallas, Texas, is a boutique, SEC-registered investment advisory firm founded in 2012 by Mark C. Holland, CFP®, MBA. The firm specializes in comprehensive financial planning and investment management, offering personalized services that encompass retirement planning, tax strategies, estate planning, and corporate benefit analysis.
Austerra is known for its proprietary investment vehicles, the Austerra Stable Growth Fund LP and Austerra Stable Income Fund LP, which aim to provide clients with low-volatility, uncorrelated returns, serving as a foundation for diversified portfolios. With a client-centric approach, Austerra collaborates closely with clients and their other professional advisors to tailor strategies that align with individual financial goals and risk preferences.
The firm manages approximately $201.9 million in assets, primarily through discretionary management for high-net-worth individuals and pooled investment vehicles. Austerra’s commitment to transparency, personalized service, and innovative investment solutions positions it as a trusted partner for clients seeking to navigate the complexities of wealth management.