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Building 2EQUISTAR WEALTH MANAGEMENT LLC

Map pinAUSTIN, TX
Phone512-250-2277
NotebookSEC #801-107279
Total AUM
$165.6M
Employees
2
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3103 BEE CAVES RD
SUITE 238
AUSTIN
TX 78746
United States
Operating Hours
9-5
BY APPOINTMENT ONLY
Phone
512-250-2277

ReceiptFinancials

Total AUM
$165.6M
Accounts
166
Discretionary
$163.3M
Accounts
164
Non-Discretionary
$2.3M
Accounts
2

ContactClients

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Individual Clients
43
AUM
$58M
HNW Individual Clients
5
AUM
$107.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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