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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthstar Advisors LLC
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| CRD # | 164957 |
| SEC # | 801-79121 |
| CIK # | 0001602224 |
| AUM | $791.5 M (2025-03-26) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Phone | 972-372-2935 |
| Address | 305B W Spring Creek Parkway Plano, TX 75023 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Instruments Inc | 7.8 | ||
| Sixth Street Specialty Lending Inc | 3.1 | ||
| Sea Ltd | 2.4 | ||
| PIMCO Dynamic Income Fund | 2.1 | ||
| Carpenter Technology Corp | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| GE Vernova Inc | 1.9 | ||
| Apple Inc | 1.9 | ||
| FS KKR Capital Corp | 1.7 | ||
| Exxon Mobil Corp | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 477 | 325.9 |
| (b) Individuals (high net worth individuals) | 235 | 465.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,571 | 791.5 |
| By Discretionary | ||
| Discretionary | 2,571 | 791.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,571 | 791.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 791.5 | |
| Total | 2,571 | 791.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001602224] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stonebrook Private LLC
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|
MI | 0.8 |
|
Madden Securities Corporation
✚
|
TX | 0.8 |
|
Icon Advisers Inc
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|
CO | 0.8 |
|
Vantage Financial Group Inc
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|
OH | 0.8 |
|
Phocas Financial Corporation
✚
|
CA | 0.8 |
|
Pioneer Family Office LLC
✚
|
FL | 0.8 |
|
Eldridge Investment Advisors Inc
✚
|
NH | 0.8 |
|
Summit Creek Advisors LLC
✚
|
MN | 0.8 |
|
Frisch Financial Group Inc
✚
|
NY | 0.8 |
|
Johnson Bixby & Associates LLC
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|
WA | 0.8 |