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ANKERSTAR WEALTH, LLC
CRD 170819 · SEC 801-131782
3835 CR 175, UNIT #840, LEANDER, TX, 78641, United States
Phone
512-614-0085
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.5M
Discretionary AUM
$141.1M
Team
8 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $54.2M |
| High net worth individuals | 52 | $89.0M |
| Corporations/business entities | 7 | $5.3M |
States served
AL, AZ, CA, GA, LA, MN, NV, NM, OH, OK, TX, NH, FL
All web addresses on file
- https://www.facebook.com/steveankerstar/
- https://www.facebook.com/mike.younkman
- HTTPS://WWW.YOUTUBE.COM/@ANKERSTARWEALTH
- https://www.facebook.com/ChisumTrail
- HTTPS://WWW.FACEBOOK.COM/ANKERSTARWEALTH
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ANKERSTAR-WEALTH-LLC
- HTTPS://WWW.ANKERSTARWEALTH.COM
- https://www.linkedin.com/in/cruiserankerstar
- https://www.linkedin.com/in/mikeyounkman
- https://www.linkedin.com/in/jaden-verrico
- https://www.linkedin.com/in/david-chisum-2174bb178
- https://www.linkedin.com/in/joel-hanson-280b235b
Official SEC filing: View on IAPD