Wealthstar Advisors, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 164957
- Registered since
- February 3, 2014
- Website
- www.wealthstaradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.84%
- Individuals35.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthstar Advisors, LLC is an independent registered investment adviser formed in 2014 and organized as an LLC with individual ownership. The firm primarily serves individual and family clients and positions itself as a capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker, and its fee arrangements include asset‑based fees as well as hourly and fixed fees. Wealthstar 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
- Investment Grade Corp Bonds45%
- Public Funds/Mutual Funds35%
- Derivatives11%
- Cash & Cash Equivalents7%
- Exchange Traded Equities2%
Owners & executives
1 of 1
Jason Dallmann
Chief Compliance OfficerCRD 4523789
Contacts
3 of 8
Mousumi Mukherjee
ParaplannerCRD 4723021
Scott Stockton
Co-FounderCRD 2806750
Howard Chen
Senior Financial AdvisorCRD 4567095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$136M in ETFs
92%
$126M
4%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY S&P 500(R) BULL 3X ETF (SPXL) | Direxion | Passive | Trading Leveraged Equity | $40.7M | 150,441 | 29.90% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 305 B W Spring Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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