# Equistar Wealth Management

Equistar Wealth Management is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** eswealth.com
- **LinkedIn:** https://www.linkedin.com/company/equistar-wealth-management

## Regulatory record

- **CRD number:** 151977
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151977

## About

Equistar Wealth Management was founded in Austin, Texas, in 2008 as a registered investment advisor. The firm's formation coincided with a period of significant dislocation in wealth management, as clients sought fiduciary advice outside of large wirehouses. Equistar serves individuals, high-net-worth families, corporations, and charitable organizations from its single office in Austin. The firm's strategy centers on financial planning, discretionary portfolio management, and investment advisory services delivered under a fiduciary standard. Equistar constructs portfolios using equities, fixed income, and mutual funds, with asset allocation driven by client risk tolerance rather than proprietary products. The firm operates as a direct-to-client RIA without in-house fund vehicles, co-investment clubs, or institutional commingled structures. Its geographic footprint remains concentrated in Texas, with no disclosed secondary offices. Equistar has maintained a deliberately low public profile since inception. No public records document total regulatory assets under management, institutional separate accounts, or named investment vehicles. No philanthropic foundations, real-asset arms, or operating businesses are publicly associated with the firm. In May 2024, the firm's SEC Form ADV filing remained the only accessible regulatory snapshot of its operations and client base. Equistar's structural differentiator is its hyperlocal, unbundled operating model. This architecture carries obvious succession risk but also insulates the firm from the conflicts of scale that accompany platform consolidation.

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Last updated: 2026-08-11T02:43:31.692Z

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