Ankerstar Wealth, LLC
Firm details
- Headquarters
- Leander, Texas
- CRD number
- 170819
- Registered since
- January 10, 2025
- Website
- ankerstarwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI66.87%
- Individuals32.98%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ankerstar Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves a mix of individual and family clients as well as institutional relationships, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and other structures. The firm reports it is not a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities43%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Steven Ankerstar
CEO & FounderCRD 6251545
Michael Younkman
CIOCRD 7854074
Contacts
3 of 4
Jaden Verrico
Portfolio ManagerCRD 7504870
Joel Hanson
Financial AdvisorCRD 7567351
Michael Chisum
Financial AdvisorCRD 7614911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 231Active vs passive
$83.2M in ETFs
61%
$50.7M
30%
$32.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $16.8M | 332,805 | 20.15% |
Location
Leander, TX
Williamson
Location
Leander, TX
Headquartered in Leander, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 3835 County Road 175
- Time zone
- CT (UTC-6)
- Office locations
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