WHITESTAR ADVISORS, LLC

CRD #124627 SEC #801-62048 BOCA RATON, FL 561-999-9949

SEC Registered

Total AUM

$569.4M

Discretionary

$569.4M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
LUNDSTEN, JOHN, MERTON	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
O'DONNELL, DANIEL, KEITH	I	MANAGING DIRECTOR	NA	Control
BISHOP, JAMES, EDWARD	I	CCO	E	Control
BISHOP, JAMES, EDWARD	I	CCO	E	Control
BISHOP, JAMES, EDWARD	I	CCO	E	Control
BISHOP, JAMES, EDWARD	I	CCO	E	Control
BISHOP, JAMES, EDWARD	I	CCO	E	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR GLOBAL, INC.	DE	MEMBER	D	Control
WHITESTAR GLOBAL, INC.	DE	MEMBER	D	Control
WHITESTAR GLOBAL, INC.	DE	MEMBER	D	Control
WHITESTAR GLOBAL, INC.	DE	MEMBER	D	Control
WHITESTAR GLOBAL, INC.	DE	MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control
WHITESTAR HOLDINGS, LLC	DE	MANAGING MEMBER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
BISHOP, JAMES, EDWARD	I	WHITESTAR HOLDINGS, LLC	E	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
LUNDSTEN, JOHN, MERTON	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control
O'DONNELL, DANIEL, KEITH	I	LUNDSTEN-O'DONNELL ADVISORY GROUP, LLC	D	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (1)

Address

902 CLINT MOORE ROAD
SUITE 104
BOCA RATON, FL 33487
United States

Phone: 561-999-9949