Wealthstar Advisors, LLC
Wealthstar Advisors, LLC is an SEC-registered wealth manager in Plano, TX with $723.6M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Wealthstar Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164957, SEC 801-79121, data through 2026-03-14.
- AUM (assets under management / regulatory AUM)
- $723.6M (2026-03-14)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 8
- Clients
- 453
- CRD
- 164957
- Ownership
- STOCKTON, SCOTT, ALAN; SADZEWICZ, GERY, JOSEPH; WOLF, JEFFREY, ROBERT; WYSE, ERIK, LLOYD; DALLMANN, JASON, ALAN
How much AUM does Wealthstar Advisors, LLC have?
Wealthstar Advisors, LLC reported $723.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-14).
Who owns Wealthstar Advisors, LLC?
Disclosed owners and executives of Wealthstar Advisors, LLC include STOCKTON, SCOTT, ALAN, SADZEWICZ, GERY, JOSEPH, WOLF, JEFFREY, ROBERT, WYSE, ERIK, LLOYD, DALLMANN, JASON, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.