Equistar Wealth Management Employee Directory

Q: What is Equistar Wealth Management known for?

Equistar Wealth Management was founded in 2008. Equistar Wealth Management operates in the Financial Services industry.

Q: How many employees does Equistar Wealth Management have currently?

Equistar Wealth Management has approximately 3 employees.

Financial ServicesTexas, United States2-10 Employees

An independent, fee-only financial advisory firm providing tailored investment management and financial planning services.  Our client relationships are built on mutual trust and open communication, meaning we truly get to know you, your financial situation and life goals, so we can customize a plan that’s just right for you.

Find Equistar Wealth Management employees' phone numbers or email addresses

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
Jun 16, 2025
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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.