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| Wealthstar Advisors LLC
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|---|---|
| CRD # | 164957 |
| SEC # | 801-79121 |
| CIK # | 0001602224 |
| AUM | 723.6 M (2026-03-14) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-372-2935 |
| Address | 305B W Spring Creek Parkway Plano, TX 75023 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001602224 |
| Sector | Form 13F Holdings | Value ($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 | ||
| BrightSpring Health Services Inc | 1.5 | ||
| DowDupont Inc | 1.5 | ||
| Apple Inc | 1.5 | ||
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| 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 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Smith & Howard Wealth Management LLC
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|
GA | 726.9 M |
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JMAC Enterprises LLC
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