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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ankerstar Wealth LLC
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| CRD # | 170819 |
| SEC # | 801-131782 |
| CIK # | |
| AUM | $107.6 M (2025-06-09) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 512-614-0085 |
| Address | 3835 Cr 175, Unit 840 Leander, TX 78641 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 68.6 |
| (b) Individuals (high net worth individuals) | 27 | 34.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 700 | 107.6 |
| By Discretionary | ||
| Discretionary | 679 | 99.9 |
| Non-Discretionary | 21 | 7.7 |
| Total | 700 | 107.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 106.4 | |
| Total | 700 | 107.6 |
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|---|---|---|
|
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CA | 0.1 |
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Manwaring Wealth Management LLC
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FL | 0.1 |
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Metis Wealth Management & Planning LLC
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BXM Wealth LLC
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CO | 0.1 |
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Baer Investment Advisory LLC
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0.1 | |
|
Kassira Wealth Management LLC
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0.1 | |
|
Arbor Wealth Management LLC
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AZ | 0.1 |
|
FORS Financial Consulting PS
✚
|
WA | 0.1 |