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Ankerstar Wealth, LLC

● SEC registered since 2025CRD 170819SEC# 801-131782Leander, TX
Export (members)
Reg. AUM
$152.5M
Employees
8
Accounts
945
Location
Leander, TX

Ankerstar Wealth, LLC assets under management

Ankerstar Wealth, LLC is a registered investment adviser overseen by the SEC based in Leander, TX. The firm has been registered since 2025. It reports $152.5 million in regulatory assets under management and employs 8 people.

Ankerstar Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven E Ankerstar ControlChief Executive Officer/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Ankerstar Wealth, LLC manage?

Ankerstar Wealth, LLC reports $152.5 million in regulatory assets under management on its Form ADV.

How many employees does Ankerstar Wealth, LLC have?

Ankerstar Wealth, LLC reports 8 employees.

Where is Ankerstar Wealth, LLC located?

Ankerstar Wealth, LLC is based in Leander, TX and has been SEC-registered since 2025.

Does Ankerstar Wealth, LLC disclose fund performance?

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

Contact & registration

Address3835 Cr 175, Unit #840, Leander, TX 78641
Phone512-614-0085
FaxN/A
Office hoursBy Appt Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$152.5M▲ 42%
Feb '25 — $107.6MMar '25 — $107.6MApr '25 — $107.6MMay '25 — $107.6MJun '25 — $107.6MJul '25 — $107.6MAug '25 — $136.4MSep '25 — $136.4MOct '25 — $136.4MNov '25 — $136.4MDec '25 — $136.4MJan '26 — $148.5MFeb '26 — $148.5MMar '26 — $148.5MApr '26 — $148.5MMay '26 — $148.5MJun '26 — $152.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$152.5Mregulatory AUM
Discretionary $143.6MNon-discretionary $8.9M