Wealthstreet Investment Advisors LLC

Wealthstreet Investment Advisors LLC is a legally recognized TX Limited Liability Company, with a team of 9 employees, 5 of which are in advisory roles. The firm's SEC status is Approved, with a registration date of Mar 22, 2017, and although the number of clients served by the company is unknown, it has a solid reputation in the industry.

• GERALD L. RAY & ASSOCIATES, LTD.

  MEMBER owns more than 25% but less than 50%

• GERALD LOUIS RAY

  MANAGING DIRECTOR owns less than 5%

• JOSEPH HOWARD RAY

  PRESIDENT, MANAGING DIRECTOR owns less than 5%

• LESLIE JOCELYNE REYNOSO

  MEMBER owns more than 5% but less than 10%

• LYNETTE KAY HEIL

  CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER owns more than 5% but less than 10%

• MICHAEL HARRY KANE

  MEMBER, MANAGING DIRECTOR owns more than 10% but less than 25%

• MICHAEL ROTH BECK

  MEMBER, MANAGING DIRECTOR owns more than 10% but less than 25%

• GERALD L RAY & ASSOCIATES I, LLC

  GENERAL PARTNER

• GERALD LOUIS RAY

  CHAIRMAN OF THE BOARD, LIMITED PARTNER owns more than 25% but less than 50%

• GERALD LOUIS RAY

  MANAGING MEMBER

• JHR 2012 GST TRUST

  LIMITED PARTNER owns more than 25% but less than 50%

• JOSEPH HOWARD RAY

  TRUSTEE

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• Lone Star North America Acquisitions LP
• EMG Fund II Management LP
• RTW Financial Advisors Inc
• Rivera Richard Thomas
• Maple Capital Management LLC
• Hudson WAY Capital Management LLC
• Budge Financial Inc
• Texas Capital Bank Wealth Management Services Inc
• Trinity HUNT Management LP

• Wealthstreet Investment Advisors' Q4 2021 vs Q1 2022 13F Holdings Comparison Report: An Insightful Analysis of the Fund's Investment Strategy and Portfolio Allocation

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