Sta Wealth Management LLC
Contact Details for Sta Wealth Management
Sta Wealth Management, LLC
800 Town & Country Blvd
Ste 410
Houston, TX 77024
United States
Phone: 281-822-8800
Fax: 713-275-2999
Website: http://stawealth.com
Overview of Sta Wealth Management
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-64386
Org#: 127186
Legal Issues: A self-regulatory organization or commodities exchange has disciplined an employee or advisory affiliate by expelling or suspeding them from membership or from associating with other members, or otherwise restricting activities.
Company Type: Private Equity
Strategies/Sectors: Fund of Funds
Pooled Investments: Up to 10 percent
Private Funds Managed(2): The Streettalk Advisors Premier Fund Lp, Sta Real Estate Fund 1 Lp
Ownership/Leadership of Sta Wealth Management
| Michael Anthony Smith | Partner / President |
| James Luke Patterson | Partner / Chief Investment Officer |
| Hope Marie Edick | Chief Compliance Officer |
| Scott Allen Bishop | Partner / Executive Vp Financial Planning |
| Cy Garrett Cattan | Partner / Senior Director Of Wealth Management |
Sta Wealth Management Key Stats and Charts
Discretionary AUM: $745 million
Rank: 338 out of 1975 private equity companies
Total AUM: $745 million
Rank: 370 out of 1975 private equity companies
# of Accounts: 2355
Rank: 15 out of 1975 private equity companies
Average Account Size: 316350.218259
Rank: 913 out of 1975 private equity companies
# of Employees: 24
Rank: 259 out of 1975 private equity companies
# of Private Funds: 2
Rank: 1073 out of 1975 private equity companies
