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EQUISTAR WEALTH MANAGEMENT LLC

AUSTIN, TX · CRD 148445 · IAPD ↗ · eswealth.com · 512-250-2277

$165.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2024 — EQUISTAR WEALTH MANAGEMENT LLC (AUSTIN, TX) left the SEC roster (was $165.6M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.