What departments does Equistar Wealth Management have?

Equistar Wealth Management has employees across 1 departments including Finance.

What is the largest department at Equistar Wealth Management?

The largest department at Equistar Wealth Management is Finance with 1 employees.

Where are Equistar Wealth Management employees located globally?

Equistar Wealth Management has employees across 2 continents and 2 countries including India, United States Of America.

Equistar Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Equistar Wealth Management is an independent, fee-only financial advisory firm based in Austin, Texas. The company provides tailored investment management and financial planning services, focusing on understanding each client’s financial situation and life goals to create customized plans. Its approach centers on building client relationships through mutual trust and open communication, aiming to address the specific needs of individuals seeking guidance in managing their finances.

Operating within the financial services industry, Equistar positions itself as a privately held advisory practice that serves private clients seeking structured, personalized financial planning and investment management. The firm has a small team and is located at 3103 Bee Caves Road in Austin, offering its services to clients in the local market and potentially beyond. A recent development in the firm’s history notes an acquisition by Avidian Wealth Solutions in May 2024, marking a notable change in its ownership context without introducing new financial information in this overview.

Equistar Wealth Management Global Highlights

North America
3

United States Of America
3

Asia
2

India
2

Equistar Wealth Management's Leadership

C. P.
President
Mobile Phone
Email
J. F.
Partner
Mobile Phone
Email
L. V.
Financial Advisor
Mobile Phone
Email

Contact profiles from Equistar Wealth Management

Name

Title

Contact Info

Location

Last Update

J. F.
Partner
Mobile Phone
Email
United StatesTexas
Feb 12, 2024
C. P.
President
Mobile Phone
Email
Oct 22, 2024
L. V.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Oct 24, 2025

Frequently Asked Questions

What is Equistar Wealth Management known for?

Equistar Wealth Management was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 3103 Bee Caves Road Suite 238 Austin, Texas 78746 United States. Explore Equistar Wealth Management's company overview page for more information.

What is Equistar Wealth Management's most common email format?

Equistar Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equistar Wealth Management email formats with LeadIQ.

How many employees does Equistar Wealth Management have currently?

Equistar Wealth Management has approximately 3 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Equistar Wealth Management's key employees and leadership?

As of February 2026, Equistar Wealth Management's key employees include:

President: C. P.
Partner: J. F.
Financial Advisor: L. V.

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Equistar Wealth Management Employee Directory

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