305b W Spring Creek Parkway
Suite 400
Plano, Texas 75023
Tel: 972-372-2935
WEALTHSTAR ADVISORS, LLC, formally registered with the SEC as WEALTHSTAR ADVISORS, LLC. The firm was established in 02/03/2014. They have over 5 offices throughout the country.
WEALTHSTAR ADVISORS, LLC is a Plano, Texas based Financial Planning firm with nearly $671,459,524 assets under management, offering retirement planning & investment advisory services to 2571 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 164957 |
SEC# | 801-79121 |
Assets Managed by Firm | $671,459,524 |
No. of Clients | 2571 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2571 | $671,459,524 |
Individuals (other than high net worth individuals) | 203 | $148,560,420 |
High net worth individuals | 304 | $522,899,104 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Plano, Texas