Insights

Strategic Asset Acquisitions Avidian Wealth Solutions has demonstrated an active approach to growth through significant acquisitions, notably the $166 million purchase of Equistar Wealth Management. This indicates a willingness to expand AUM and client base, presenting opportunities to offer complementary private banking, estate planning, or specialized advisory services to newly acquired clients.

Robust Investment Portfolio The company's recent investments in diverse assets such as Enerflex, Lamar Advertising, and San Juan Basin Royalty Trust highlight its strategic allocation to both growth and income-generating assets. This active asset management approach suggests potential for cross-selling bespoke investment solutions, alternative assets, or wealth management strategies tailored to sophisticated investors.

Recognition and Credibility Avidian Wealth’s recent accolade as one of the Best Financial Advisory Firms for 2024 enhances its market reputation, making it an attractive partner for high-net-worth individuals and institutional investors. This positioning offers opportunities to collaborate on joint marketing initiatives or targeted outreach campaigns to similar affluent segments.

Technology Adoption The firm utilizes a broad tech stack including tools like Microsoft 365, Google Tag Manager, and Crazy Egg, indicating investment in digital engagement and data-driven insights. Opportunities exist to enhance client experience through advanced digital solutions, client portals, or tailored marketing campaigns leveraging their existing technology infrastructure.

Leadership and Talent Growth Recent hires of senior professionals, including the appointment of a new CIO and team expansion, reflect a focus on strengthening expertise and strategic vision. This indicates a potential opportunity to offer leadership development services, executive coaching, or technology-enabled HR solutions to support their growth trajectory.

STA Wealth Management Tech Stack

STA Wealth Management uses 8 technology products and services including Crazy Egg, cdnjs, Microsoft 365, and more. Explore STA Wealth Management's tech stack below.

  • Crazy Egg
    Analytics
  • cdnjs
    Content Delivery Network
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Google Tag Manager
    Tag Management
  • Popup Maker
    Web Platform Extensions

Media & News

STA Wealth Management's Email Address Formats

STA Wealth Management uses at least 2 format(s):
STA Wealth Management Email FormatsExamplePercentage
First@stawealth.comJohn@stawealth.com
53%
FLast@stawealth.comJDoe@stawealth.com
29%
Last@stawealth.comDoe@stawealth.com
10%
FirstL@stawealth.comJohnD@stawealth.com
2%
FirstLast@stawealth.comJohnDoe@stawealth.com
2%
LFirst@stawealth.comDJohn@stawealth.com
1%
First.Last@stawealth.comJohn.Doe@stawealth.com
2%
First_Last@stawealth.comJohn_Doe@stawealth.com
1%
FirstLast@avidianwealth.comJohnDoe@avidianwealth.com
67%
FirLast@avidianwealth.comJohDoe@avidianwealth.com
16%
Last@avidianwealth.comDoe@avidianwealth.com
17%

Frequently Asked Questions

Where is STA Wealth Management's headquarters located?

Minus sign iconPlus sign icon
STA Wealth Management's main headquarters is located at 800 Town and Country Blvd, 220 Houston, TX 77024, US. The company has employees across 1 continents, including North America.

What is STA Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact STA Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is STA Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
STA Wealth Management's official website is avidianwealth.com and has social profiles on LinkedIn.

What is STA Wealth Management's NAICS code?

Minus sign iconPlus sign icon
STA Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does STA Wealth Management have currently?

Minus sign iconPlus sign icon
As of October 2025, STA Wealth Management has approximately 51 employees across 1 continents, including North America. Key team members include Chief Executive Officer: L. P.Chief Investment Officer: J. B.Chief Compliance Officer: H. E.. Explore STA Wealth Management's employee directory with LeadIQ.

What industry does STA Wealth Management belong to?

Minus sign iconPlus sign icon
STA Wealth Management operates in the Financial Services industry.

What technology does STA Wealth Management use?

Minus sign iconPlus sign icon
STA Wealth Management's tech stack includes Crazy EggcdnjsMicrosoft 365Font AwesomejQuerySlider RevolutionGoogle Tag ManagerPopup Maker.

What is STA Wealth Management's email format?

Minus sign iconPlus sign icon
STA Wealth Management's email format typically follows the pattern of First@stawealth.com. Find more STA Wealth Management email formats with LeadIQ.

When was STA Wealth Management founded?

Minus sign iconPlus sign icon
STA Wealth Management was founded in 2003.

STA Wealth Management

Financial ServicesUnited States51-200 Employees

Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency.

Disclosure: Avidian is a registered investment adviser. This platform is for informational purposes only. Investing involves risk and possible loss of principal. Comments by viewers or third-party rankings are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Avidian does not provide compensation for “likes” or “endorsements” on this platform. Third-party rankings/rating will disclose the parameters that were used in the consideration in a hyperlink or directly under the ranking/rating. The opinions expressed herein are those of the firm and are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other areas of the firm and are for general informational purposes as of the date indicated. Avidian believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information.  This content may be dated.

Section iconCompany Overview

Headquarters
800 Town and Country Blvd, 220 Houston, TX 77024, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    STA Wealth Management's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    STA Wealth Management's revenue is estimated to be in the range of $50M$100M

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.

© LeadIQ, Inc. All rights reserved.