STA Wealth Management LLC
Legal Name: STA WEALTH MANAGEMENT, LLC
Full Contact Details
STA Wealth Management LLC
800 TOWN & COUNTRY BLVD, STE 410, HOUSTON, TX
281-822-8800
Other Info
STA Wealth Management LLC, a TX Limited Liability Company, has been approved by the SEC since May 19, 2005, providing financial advisory services. The firm consists of 35 employees, some of which support clients on an advisory level, although the exact number of clients served is unknown.
Website
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Avidian Wealth Solutions - Wealth Management
Open Partner with Avidian Client Login CALL US: 281.957.4194 Open The Avidian Difference Boutique Family Office Multidisciplinary Team Approach Fiduciary Standard of Care Wealth Solutions Financial Planning Education Funding Estate Planning Tax Strategies Retirement Tax Planning Risk Management Inve…
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Retirement Survival Guide
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Direct Owners
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HOPE MARIE EDICK
CHIEF COMPLIANCE OFFICER owns less than 5%
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JAMES ALLEN ATKINSON
CHIEF OPERATING OFFICER owns less than 5%
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JAMES LUKE PATTERSON
PARTNER /CEO / CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
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MARY KATHERINE YARBER
CHIEF FINANCIAL OFFICER owns less than 5%
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MICHAEL ANTHONY SMITH
PARTNER / PRESIDENT owns more than 25% but less than 50%
Custodians
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MILLENNIUM TRUST COMPANY
United States -
MILLENNIUM TRUST COMPANY
United States
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