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 RIA, formed in 2014 and owned by an individual. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its advisory services include selecting third-party managers, and the firm also operates as an insurance broker. Wealthstar charges fees as a percentage of AUM and also uses hourly and fixed-fee arrangements. It identifies as a capital allocator rather than an ESG-focused 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 1JASON DALLMANN
Chief Compliance OfficerCRD 4523789
Contacts
3 of 8MOUSUMI 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 66Active vs passive
$118M in ETFs
92%
$109M
4%
$9.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY S&P 500(R) BULL 3X ETF (SPXL) | Direxion | Passive | Trading Leveraged Equity | $27.3M | 147,742 | 23.13% |
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
- 305B W Spring Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
URBAN FUND MANAGEMENT, LLC
RIAPlano, TX
TYME ADVISORS
RIAPlano, TX
MOSS, LUSE & WOMBLE, LLC
RIAPlano, TX
THE WATCHMAN GROUP, INC.
RIAPlano, TX
NEXUS ONE FINANCIAL ADVISORS LLC
RIAPlano, TX
INSIGHT WEALTH PARTNERS
RIAPlano, TX