STA Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
STA Wealth Management LLC
CRD #127186
SEC #801-64386
CIK #
AUM $1.3 BB (92% Disc, 100% US)
Employees35 (43% Investors, 6% Brokers)
Phone281-822-8800
Address800 Town Country Blvd
Houston, TX 77024
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1295103677751825902001200720132020
Sector Holding Cap ($MM) Value ($MM)
FLOT34.4
VOO27.9
VTI27.7
AMZN820,610.022.9
EEMA16.9
IUSV16.2
IWF11.6
EEM10.7
XLP10.5
XLK10.3
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE STA Real Estate Fund 1 LP [2016-01-04] 5.8 10.5
PE The STA Specialized Fund LP [2011-12-23] 8.5 1.6
PE The Streettalk Advisors Premier Fund LP [2011-12-23] 43.2 5.2
View All
Fund Directors # Filings # Firms 2011 - 2020
Michael Smith 15 5
Lance Roberts 2 1
Luke Patterson 1 1
STA Real Estate Company LLC 1 1
Comparable Firms State AUM ($BB)
RMB Capital Management LLC
IL 8.6
Cresset Asset Management LLC
IL 6.0
Wells Fargo Investment Institute Inc
NC 5.9
William Harris Investors Inc
IL 1.6
First Long Island Investors LLC
NY 0.6
Gilder Office for Growth LLC
NC 0.3
freeGulliver LLC
LA 0.3
Adams Wealth Management LLC
UT 0.2
Alliance Advisory & Securities Inc
CA 0.2
Springcreek Corp
CA 0.0
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