Wealthstar Advisors is an investment advisor in Plano with $717.62 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454083895
SEC advisor number
801-79121
FINRA CRD number
164957
AUM ?
$671.46 mm
(as of 9 May 24)
Accounts
2,571
(as of 9 May 24)
Employees
10
(10 investment advisory or research)
Address
Wealthstar Advisors
305B SPRING CREEK PARKWAY SUITE 400
PLANO
TX 75023
305B SPRING CREEK PARKWAY SUITE 400
PLANO
TX 75023
Phone
972-372-2935
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22