Equistar Wealth Management Inc.

Overview

Equistar Wealth Management Inc. is an independent, individually owned registered investment adviser that focuses on serving individual and family clients, with additional work for small businesses and institutions. The firm acts as a capital allocator and provides both discretionary portfolio management and financial planning. Its advisory scope includes selecting third‑party managers when appropriate, which suggests a blend of in‑house portfolio construction and manager-of-managers activity. Fees are charged through a mix of percentage-of-AUM, hourly, and fixed arrangements. Equistar does not position itself as an active ESG investor and does not present as a multi‑state adviser. The firm appears to run a compact advisory platform that favors equity exposures and exchanges traded products as the primary building blocks for client portfolios.

Assets & Accounts

Public Holdings

Location & Offices