STA Wealth Management Annual Revenue, Competitors, Number of Employees and Funding

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Overview

Location:
Houston, TX USA
Total Funding:N/A
Industry:Finance
Founded:2003
Lead Investor(s):N/A
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Industry Ranking

State Ranking

Estimated Revenue & Financials

  • STA Wealth Management's estimated annual revenue is currently $7.6M per year.
  • STA Wealth Management's estimated revenue per employee is $210,000

Employee Data

  • STA Wealth Management has 36 Employees.
  • STA Wealth Management grew their employee count by 16% last year.
  • STA Wealth Management currently has 1 job openings.

Executive Contacts

NameTitleEmail
Jim AtkinsonChief Operating Officer/Head of M&AEmail Available
Carter BlackburnAssociate Vice President of M&AEmail Available
Rachel DanielsOperations ManagerEmail Available
Luke PattersonCEO & Chief Investment OfficerEmail Available
Robert StatenIT ManagerEmail Available
Nan LuSenior Portfolio ManagerEmail Available
Patrick FlemingSenior Director of Wealth ManagementEmail Available
Mike SmithPresidentEmail Available
Hope EdickChief Compliance OfficerEmail Available

With a comprehensive and evolving suite of wealth management services including financial planning, investment, and insurance, we're committed to meeting the unique needs and challenges of our clients. STA strives to minimize risk through all aspects of our business, by understanding trends and planning strategicallywhile consistently maintaining our core values of trust, credibility, and transparency. View Our Privacy Policy and Disclosure Here: https://www.stawealth.com/disclosure/ Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person or our services. Clicking the "Like" button is merely a mechanism to circulate our LinkedIn Page. "Like" is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

keywords:N/A

36

Number of Employees

$7.6M

Revenue (est)

1

Current Jobs

16%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Triumph Busines...
$30M14316%N/A
Preston Hollow ...
$6.9M33-3%N/A
SlimPay
$19.3M92N/AN/A
Nova 401(k) Ass...
$19.3M927%N/A
ProCollect
$12.8M617%N/A
RAB
$7.4M353%N/A
Abrigo
$97.2M46399%N/A
Open Lending
$35M7021%N/A
SYNERGEN Health
$60.1M286N/AN/A
Marquette Busin...
$9.7M465%N/A
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STA Wealth Management News

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In the search for fixed income, financial advisors are looking beyond ... vice president of financial planning with STA Wealth Management.

13-Mar-19 - Getting Client Calls After A Stock Market Shift? Here's How To

Scott Bishop, STA Wealth Management. 6. Look At Gains And Losses Over Time. My advice is never to have any knee-jerk reactions. Volatility

20-Mar-19 - How Many McDonald's Corporation (NYSE:MCD)'s Analysts Are

Acadian Asset Mgmt Limited Liability has 0.1% invested in McDonald's Corporation (NYSE:MCD). Sta Wealth Management Ltd Liability Com