Whitestar Advisors, LLC
Whitestar Advisors, LLC is an SEC-registered ria in Boca Raton, FL with $454.5M assets under management (AUM, regulatory AUM), -20% over one year. See who owns Whitestar Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124627, SEC 801-62048, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $454.5M (2026-03-24)
- Firm type
- Ria
- Location
- Boca Raton, FL
- Employees
- 8
- Clients
- 27
- CRD
- 124627
- Ownership
- LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC; WHITESTAR HOLDINGS, LLC; O'DONNELL, DANIEL, KIETH; BISHOP, JAMES, EDWARD; LUNDSTEN, JOHN, MERTON
How much AUM does Whitestar Advisors, LLC have?
Whitestar Advisors, LLC reported $454.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Whitestar Advisors, LLC?
Disclosed owners and executives of Whitestar Advisors, LLC include LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC, WHITESTAR HOLDINGS, LLC, O'DONNELL, DANIEL, KIETH, BISHOP, JAMES, EDWARD, LUNDSTEN, JOHN, MERTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.