RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 21, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIPRINCIPAL/ CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
FLEMING, JENNY, GIPSONIMANAGING MEMBER/CCOD Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIPRINCIPALC
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control
SEELY, SARA, LEIGHIMEMBERC Control

Registrations

Federal

IA
Feb 21, 2024 REGISTERED

Notice Filings (1)

TX

Address

3103 BEE CAVES RD
SUITE 238
AUSTIN, TX 78746
United States
Phone: 512-250-2277