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WEALTHSTAR ADVISORS, LLC

CRD 164957 · SEC 801-79121

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305B W SPRING CREEK PARKWAY, SUITE 400, PLANO, TX, 75023, United States

Phone

972-372-2935

Fax

972-372-2960

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$723.6M

Discretionary AUM

$723.6M

Team

8 total employees; 8 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals222$254.4M
High net worth individuals231$469.2M

States served

CA, CO, IL, KS, LA, MA, NE, OH, OK, TN, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD