Equistar Wealth Management LLC
Equistar Wealth Management LLC (CRD# 148445) is a financial advisory firm headquartered in Austin, TX. They manage $165,573,339 in 166 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management166MILLION
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Total Number of Accounts166ACCOUNTS
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Average Account Value$997,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
Jenny Fleming (CRD# 5149037) is an Investment Advisor Representative working at Equistar Wealth Management LLC in Austin, TX and has 24 year of experience in the finance industry. Jenny Fleming has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Laura Vollrath (CRD# 5714480) is an Investment Advisor Representative working at Equistar Wealth Management LLC in Austin, TX and has 1 year of experience in the finance industry.