EQUISTAR WEALTH MANAGEMENT LLC

EQUISTAR WEALTH MANAGEMENT LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 148445). Regulatory assets under management: $165.6M.

Registration

• CRD: 148445
• SEC file number: 801-107279
• Type: Registered investment adviser
• Location: 3103 BEE CAVES RD, SUITE 238, AUSTIN, TX, 78746
• Phone: 512-250-2277
• Latest filing: 2024-02-21
• Regulatory AUM: $165.6M
• Discretionary AUM: $163.3M
• Non-discretionary AUM: $2.3M
• Clients: 2
• Accounts: 166

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 148445 on SEC IAPD (source of record)
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