EQUISTAR WEALTH MANAGEMENT INC.

EQUISTAR WEALTH MANAGEMENT INC. is an SEC-registered investment adviser (CRD 151977). Regulatory assets under management: $2.1M.

Registration

• CRD: 151977
• Type: Registered investment adviser
• Phone: 407-970-4784
• Latest filing: 2026-03-30
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151977 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search