$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- LegacyBridge
- Established Date
- 11-20-2009
- Office Locations
- 1
Office Locations
-- Maitland FL
About Equistar Wealth Management Inc.
Equistar Wealth Management is a Maitland, FL boutique RIA serving retail clients with financial planning plus estate/legacy and insurance planning. The firm emphasizes concentrated, conviction-driven portfolios that blend active ideas with index/ETF exposure, seeking differentiated behavior versus broad markets. Led by president and advisor Stephen T. Lee; managed accounts are heavily ETF-allocated.
Team overview
45 AVG AGE
$2.1M AVG AUM / ADVISOR
$30.2K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Pioneer Vital
Custodian
Alpha Meridian signal Alpha Unison
Investment Themes
Element Matrix
Services
Legacy peak Legacy Meridian beacon Signal Element catalyst
Technology
Timber Vertex unison
Owner & Executives
S
STEPHEN THOMAS LEE
Investment Advisor, President
- CRD
- #4767940
- Ownership
- 75% or more
(504) 425-4521
catalyst.beacon@frontiercapital.com
in linkedin.com/in/alpha-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,114,023 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,114,023 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,114,023
Equity - Exchange:
52.5% Cash:
47.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,445,144,038 | 52.5% |
| Cash | $1,307,511,272 | 47.5% |
| Total | $2,752,655,310 | 100.0% |