Wealthstreet Investment Advisors

Company Profile

Wealthstreet Investment Advisors is an investment advisor in Dallas with $1.18 bn assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

820652055

SEC advisor number

801-110058

FINRA CRD number

286473

AUM ?

$1.18 bn (as of 9 Mar 21)

Accounts

771 (as of 9 Mar 21)

Employees

9 (5 investment advisory or research)

Address

Wealthstreet Investment Advisors
1445 ROSS AVENUE
SUITE 5600
DALLAS
TX 75202

Office hours

Monday - Friday, 7:30AM - 4:30PM

Phone

214-954-1900

Owner	Title	From	%Ownership
Heil, Lynette, Kay	Chief Compliance Officer, Chief Financial Officer, Member	06/2017	5-10%
Beck, Michael, Roth	Member, Managing Director	03/2017	10-25%
Reynoso, Leslie, Jocelyne	Member	03/2017	5-10%
Kane, Michael, Harry	Member, Managing Director	06/2017	10-25%
Ray, Joseph, Howard	President, Managing Director	06/2017	< 5%
Ray, Gerald, Louis	Managing Director	06/2017	< 5%
Gerald L. Ray & Associates, LTD.	Member	06/2017	25-50%
Ray, Gerald, Louis	Chairman of the Board, Limited Partner	03/2004	25-50%
Gerald L Ray & Associates I, LLC	General Partner	06/2001
Ray, Gerald, Louis	Managing Member	03/2004
JHR 2012 GST Trust	Limited Partner	12/2012	25-50%
Ray, Joseph, Howard	Trustee	12/2012