WEALTHSTAR ADVISORS, LLC

PLANO, Texas·4 registered advisors·CRD# 164957
SEC# 801-791214972-372-2935
01

Firm Overview

AUM
$671M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHSTAR ADVISORS, LLC

4 registered advisors
Erik Lloyd Wyse
PLANO, Texas
Jason Alan Dallmann
PLANO, Texas
Jeffrey Robert Wolf
PLANO, Texas
Scott Alan Stockton
PLANO, Texas
05

Office Locations

PLANO, Texas
4 advisors

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Data sourced from SEC Form ADV filings. WEALTHSTAR ADVISORS, LLC (CRD# 164957) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.