Wealthstar Advisors, LLC
● SEC registered since 2014CRD 164957SEC# 801-79121Plano, TX
Reg. AUM
$723.6M
Employees
8
Accounts
1,825
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 $723.6 million in regulatory assets under management and employs 8 people.
Wealthstar Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Lloyd Wyse Control | Managing Member | 25-50% | 2013 |
| Jason Alan Dallmann Control | Chief Compliance Officer | Under 5% | 2014 |
| Jeffrey Robert Wolf Control | Managing Member | 25-50% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthstar Advisors, LLC manage?
Wealthstar Advisors, LLC reports $723.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthstar Advisors, LLC have?
Wealthstar Advisors, LLC reports 8 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
| Address | 305b W Spring Creek Parkway, Suite 400, Plano, TX 75023 |
| Phone | 972-372-2935 |
| Fax | 972-372-2960 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1602224 |
| Discloses disciplinary history | No |
Regulatory AUM
$723.6M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$723.6Mregulatory AUM
Discretionary $723.6M