WEALTHSTAR ADVISORS, LLC

305b W Spring Creek Parkway
Suite 400
Plano, Texas 75023
Tel: 972-372-2935

About WEALTHSTAR ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	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

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