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Wealthstar Advisors, LLC

● SEC registered since 2014CRD 164957SEC# 801-79121Plano, TX
Export (members)
Reg. AUM
$791.5M
Employees
10
Accounts
2,571
Location
Plano, TX

Wealthstar Advisors, LLC assets under management

Wealthstar Advisors, LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2014. It reports $791.5 million in regulatory assets under management and employs 10 people.

Wealthstar Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Erik Lloyd Wyse ControlManaging Member25-50%2013
Jason Alan Dallmann ControlChief Compliance OfficerUnder 5%2014
Jeffrey Robert Wolf ControlManaging Member25-50%2013
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Frequently asked questions

How much does Wealthstar Advisors, LLC manage?

Wealthstar Advisors, LLC reports $791.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealthstar Advisors, LLC have?

Wealthstar Advisors, LLC reports 10 employees.

Where is Wealthstar Advisors, LLC located?

Wealthstar Advisors, LLC is based in Plano, TX and has been SEC-registered since 2014.

Does Wealthstar Advisors, LLC disclose fund performance?

Wealthstar Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
Phone972-372-2935
Fax972-372-2960
Office hours9:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1602224
Discloses disciplinary historyNo

Assets under management

Discretionary$791.5M
Non-discretionary$0
Total (RAUM)$791.5M