Investment adviser · CRD 148445
EQUISTAR WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Feb 21, 2024
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 166 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5 | $107,531,749 | 64.9% |
| Individuals | 43 | $58,041,590 | 35.1% |
Filing source
Form ADV 1827968 · Feb 21, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 21, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3103 BEE CAVES RD, SUITE 238AUSTIN, TX, 78746, United States
CRD 148445
Filing source
Form ADV 1827968 · Feb 21, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.