Sta Wealth Management, LLC

Sta Wealth Management, LLC (CRD# 127186) is a financial advisory firm headquartered in Houston, TX. They manage $725,399,736 in 2,473 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    725
    MILLION
  • Total Number of Accounts
    2,473
    ACCOUNTS
  • Average Account Value
    $293,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Sta Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Scott A. Bishop
CRD#: 2687188
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Click to edit summaryScott Bishop is the Director of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning. 

 

At STA Wealth Management, you will find a firm whose financial planning process is truly different from other financial companies. We firmly believe that superior financial planning involves much more than just retirement projections, portfolio allocation, or insurance solutions.

 

From our viewpoint, financial planning should be customized to fully realize your unique goals and vision. We take a thorough and in-depth approach to understand your situation and objectives, analyze multiple and often complex options to identify and implement appropriate solutions. Our goal is to deliver a tailored wealth management plan that is focused on supporting and protecting your financial future.

2
Craig J. Buhr
CRD#: 5896587
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Craig Buhr (CRD# 5896587) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 5 years of experience in the finance industry.

3
Chandra A. Burns
CRD#: 5302034
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Chandra Burns (CRD# 5302034) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 8 years of experience in the finance industry.

4
Cy G. Cattan
CRD#: 3234158
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Cy Cattan (CRD# 3234158) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 14 years of experience in the finance industry.

5
Patrick J. Fleming
CRD#: 5220084
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Patrick Fleming (CRD# 5220084) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 9 years of experience in the finance industry.

6
Michael A. Smith
CRD#: 3128757
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Michael Smith (CRD# 3128757) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 16 years of experience in the finance industry.

7
Latika R. Tillis
CRD#: 5302024
800 Town & Country Blvd, Ste 410, Houston, TX 77024
93
Wealthminder
score

Latika Tillis (CRD# 5302024) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 8 years of experience in the finance industry.

8
Elena Sharma
CRD#: 6192807
800 Town & Country Blvd, Ste 410, Houston, TX 77024
90
Wealthminder
score

Elena Sharma (CRD# 6192807) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 3 years of experience in the finance industry.

9
Karl E. Krueger
CRD#: 2566787
800 Town & Country Blvd, Ste 410, Houston, TX 77024
83
Wealthminder
score

Karl Krueger (CRD# 2566787) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 17 years of experience in the finance industry.

10
James L. Patterson
CRD#: 2702156
800 Town & Country Blvd, Ste 410, Houston, TX 77024
73
Wealthminder
score

James Patterson (CRD# 2702156) is an Investment Advisor Representative working at Sta Wealth Management, LLC in Houston, TX and has over 20 years of experience in the finance industry.

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