EQUISTAR WEALTH MANAGEMENT LLC

AUSTIN, Texas·2 registered advisors·CRD# 148445
SEC# 801-1072790512-250-2277
01

Firm Overview

AUM
$166M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EQUISTAR WEALTH MANAGEMENT LLC

2 registered advisors
Jenny Gipson Fleming
AUSTIN, Texas
Sara Leigh Seely
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
2 advisors

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Data sourced from SEC Form ADV filings. EQUISTAR WEALTH MANAGEMENT LLC (CRD# 148445) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.