Equistar Wealth Management LLC
Legal Name: EQUISTAR WEALTH MANAGEMENT LLC
Full Contact Details
Equistar Wealth Management LLC
3103 BEE CAVES RD, SUITE 238, AUSTIN, TX
512-250-2277
512-729-8620
Other Info
Equistar Wealth Management LLC is a Texas-based limited liability company with 3 employees, 2 of whom serve in advisory roles. Its client base is undisclosed, but it is registered with the SEC, and its status is listed as approved, having met the requirements for legal operation. Its registration date is February 16, 2016.
Investment Management | Equistar Wealth Management | Austin
Equistar Wealth Management is an independent, fee-only financial advisory firm providing tailored investment management and financial planning services. Our client relationships are built on mutual trust and open communication, meaning we truly get to know you, your financial situation and life goal…
Direct Owners
-
JENNY GIPSON FLEMING
MANAGING MEMBER/CCO owns more than 50% but less than 75%
-
SARA LEIGH SEELY
MEMBER owns more than 25% but less than 50%
Firms Located Nearby
- SAGE Advisory Services Ltd Co
- Durbin Bennett Private Wealth Management LLC
- Blue SAGE Services LP
- ATOM Investors LP
- Strattam Capital Management LLC
- Pennybacker Capital Management LLC
- INTELLIGENT WEALTH SOLUTIONS LLC
- B&T Capital Management Incorporated
- Venturi Wealth Management LLC
- Robert Harrell Incorporated