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| Ankerstar Wealth LLC
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|---|---|
| CRD # | 170819 |
| SEC # | 801-131782 |
| CIK # | 0002053917 |
| AUM | 152.5 M (2026-06-23) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 512-614-0085 |
| Address | 3835 Cr 175, Unit 840 Leander, TX 78641 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bitwise Bitcoin ETF | 6.2 | ||
| Alphabet Inc | 5.7 | ||
| Amazon Com Inc | 5.1 | ||
| Apple Inc | 5.0 | ||
| Microsoft Corp | 1.6 | ||
| Nvidia Corp | 1.3 | ||
| Facebook Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 236 | 50.9 |
| (b) Individuals (high net worth individuals) | 71 | 97.0 |
| (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 | 3 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 152.5 |
| By Discretionary | ||
| Discretionary | 905 | 143.6 |
| Non-Discretionary | 40 | 8.9 |
| Total | 945 | 152.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 151.0 | |
| Total | 945 | 152.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053917] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 46-4910913 |
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|---|---|---|
|
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Vincent Wealth Advisors LLC
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Wager Wealth Management and Financial Planning LLC
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|
Heritage Wealth Management Group Ltd
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|
Roan Capital Partners LLC
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TN | 152.0 M |
|
Portfolio Management LLC
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TX | 151.9 M |