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 is legally known as STA WEALTH MANAGEMENT, LLC. It is a TX Limited Liability Company. This firm has 35 employees, of which 15 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 19, 2005.
Direct Owners
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HOPE MARIE EDICK
CHIEF COMPLIANCE OFFICER owns less than 5%
-
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%
-
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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