EQUISTAR WEALTH MANAGEMENT LLC
CRD #148445 SEC #801-107279 AUSTIN, TX 512-250-2277
SEC Registered
Total AUM
$165.6M
Discretionary
$163.3M
Employees
2
Clients
26
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $165.6M | $163.3M | $2.3M | 2 | 0 |
| Feb 2023 | $145.9M | $143.8M | $2M | 2 | 0 |
| Oct 2022 | $205.4M | $202.9M | $2.5M | 2 | 0 |
| Mar 2022 | $205.4M | $202.9M | $2.5M | 3 | 0 |
| Mar 2021 | $177.2M | $175M | $2.3M | 3 | 0 |
| Jun 2020 | $158.1M | $158.1M | $0 | 3 | 0 |
| Feb 2020 | $158.1M | $158.1M | $0 | 3 | 0 |
| Feb 2019 | $137.1M | $137.1M | $0 | 3 | 0 |
| Jan 2018 | $171.6M | $171.6M | $0 | 2 | 0 |
| Mar 2017 | $107.4M | $107.4M | $0 | 2 | 26 |
| Feb 2016 | $107M | $107M | $0 | 2 | 26 |
| Feb 2016 | $107M | $107M | $0 | 2 | 26 |
| Feb 2016 | $107M | $107M | $0 | 2 | 26 |
DateFeb 2024
Total AUM$165.6M
Discretionary$163.3M
Non-Disc.$2.3M
Employees2
Clients0
DateFeb 2023
Total AUM$145.9M
Discretionary$143.8M
Non-Disc.$2M
Employees2
Clients0
DateOct 2022
Total AUM$205.4M
Discretionary$202.9M
Non-Disc.$2.5M
Employees2
Clients0
DateMar 2022
Total AUM$205.4M
Discretionary$202.9M
Non-Disc.$2.5M
Employees3
Clients0
DateMar 2021
Total AUM$177.2M
Discretionary$175M
Non-Disc.$2.3M
Employees3
Clients0
DateJun 2020
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$171.6M
Discretionary$171.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients26