Wealthstar Advisors LLC

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Assets, Funds, Holdings

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Wealthstar Advisors LLC
CRD #164957
SEC #801-79121
CIK #0001602224
AUM 723.6 M (2026-03-14)
Employees 8 (100% Investors, 0% Brokers)
Phone972-372-2935
Address305B W Spring Creek Parkway
Plano, TX 75023
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
80064048032016002010201520212027
Sector Form 13F Holdings Value ($M)
Texas Instruments Inc 5.0
Sixth Street Specialty Lending Inc 2.4
Plains All American Pipeline LP 2.3
Corning Inc /NY 2.1
Carpenter Technology Corp 1.9
PIMCO Dynamic Income Fund 1.9
Keysight Technologies Inc 1.8
BP PLC 1.8
Western Digital Corp 1.8
Micron Technology Inc 1.6
View All
Holdings by Sector ($M)
70056042028014002018202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 222 254.4
(b) Individuals (high net worth individuals) 231 469.2
(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 0 0.0
(n) Other 0 0.0
Total 1,825 723.6
By Discretionary
Discretionary 1,825 723.6
Non-Discretionary 0 0.0
Total 1,825 723.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 723.6
Total 1,825 723.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001602224]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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