STA Wealth Management Growth, Revenue, Number of Employees and Funding

Overview

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

Estimated Revenue & Financials

  • STA Wealth Management's estimated revenue is currently $7.1M per year.
  • STA Wealth Management's estimated revenue per employee is $198333

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

NameTitle
Jim AtkinsonChief Operating Officer
Luke PattersonCEO & Chief Investment Officer
Patrick FlemingSenior Director of Wealth Management
Mike SmithPresident

What Is STA Wealth Management?

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

$7.1M

Revenue (est)

1

Current Jobs

16%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

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STA Wealth Management News

20-Mar-19 - In a search for fixed income, advisors look beyond mainstream bond

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