Overview
Assets Under Management: $166 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 5
Average Client Assets: $21.5 million
Frequently Asked Questions
EQUISTAR WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148445), EQUISTAR WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
EQUISTAR WEALTH MANAGEMENT LLC is headquartered in AUSTIN, TX.
EQUISTAR WEALTH MANAGEMENT LLC serves 5 high-net-worth clients according to their SEC filing dated February 21, 2024. View client details ↓
According to their SEC Form ADV, EQUISTAR WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EQUISTAR WEALTH MANAGEMENT LLC manages $166 million in client assets according to their SEC filing dated February 21, 2024.
According to their SEC Form ADV, EQUISTAR WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.95%
Average Client Assets: $21.5 million
Total Client Accounts: 166
Discretionary Accounts: 164
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 148445
Filing ID: 1827968
Last Filing Date: 2024-02-21 11:23:00