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FOURSTAR WEALTH ADVISORS, LLC
CRD 169613 · SEC 801-110467
1 N. LASALLE STREET, SUITE 2225, CHICAGO, IL, 60602, United States
Phone
(312) 667-1750
Fax
(312) 724-8585
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$1.42B
Team
48 total employees; 37 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1466 | $396.9M |
| High net worth individuals | 287 | $968.4M |
| Pooled investment vehicles | 2 | $8.1M |
| Pension/profit sharing plans | 27 | $31.8M |
| Charitable organizations | 4 | $8.7M |
| Corporations/business entities | 12 | $6.9M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, IN, KS, KY, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
- HTTP://TIMETO.PLANYOUREXITSTRATEGY.COM
- HTTP://WWW.LIFELONGINCOME.COM
- https://theleadershipmatrix.blog/
- HTTP://ADVICE.FIELDSTONEFINANCIAL.COM
- HTTP://WWW.FOURSTARWEALTH.COM
- HTTP://WWW.FIELDSTONEFINANCIAL.COM
- https://collarstocks.blog/
- https://sustainableretirementincome.com/
- https://todaysmarketexplained.com/
- https://financialadvisorsworkshop.com/
- HTTP://MAIN.ADVISORYOPTIONSFORCPAS.COM
- HTTP://MAIN.FIELDSTONEFINANCIAL.COM
- HTTP://MAIN.CUTMYFEESINHALF.COM
Official SEC filing: View on IAPD