Wealthstar Advisors LLC
Legal Name: WEALTHSTAR ADVISORS, LLC
Full Contact Details
Wealthstar Advisors LLC
305B W SPRING CREEK PARKWAY, SUITE 400, PLANO, TX
972-372-2935
972-372-2960
Other Info
Wealthstar Advisors LLC is a registered TX Limited Liability Company with 11 employees, of which 7 are in advisory roles. The firm has a client base of 610 individuals and its SEC status is Approved, with a registration date of Feb 3, 2014.
Wealth Star Advisors
Skip to main content Home About Us Our Associates Our Mission Statement Our Location Our Services Our Qualifications Tell A Friend Affiliated Offices Client Account Access Featured Links Resources Articles Calculators Newsletters Glossary Tax Library Videos Contact Us WealthStar Advisors, LLC 305 B …
Direct Owners
-
ERIK LLOYD WYSE
MANAGING MEMBER owns more than 25% but less than 50%
-
JASON ALAN DALLMANN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JEFFREY ROBERT WOLF
MANAGING MEMBER owns more than 25% but less than 50%
-
SCOTT ALAN STOCKTON
MANAGING MEMBER owns more than 25% but less than 50%
Firms Located Nearby
News
- Strategic Moves: Unveiling Wealthstar Advisors, LLC's Investment Shifts Through Q4 2023 to Q1 2024
- Wealthstar Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Wealthstar Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Wealthstar Advisors Q3 vs. Q4 2022: A Comprehensive Analysis of Portfolio Changes
Top Holdings
- ISHARES $37,193k
- SPDR S&P 500 ETF TR TR UNIT $27,837k
- ISHARES TR IBOXX HI YD ETF $21,490k
- DIREXION SHS ETF TR $20,613k
- ISHARES $15,173k
- ISHARES $6,604k
- ISHARES $5,211k
- TEXAS INSTRUMENTS $4,978k
- W P CAREY INC $2,892k
- TPG SPECIALTY LENDING INC $2,890k