WEALTHSTAR ADVISORS, LLC
CRD #164957 SEC #801-79121 PLANO, TX 972-372-2935
SEC Registered
Total AUM
$791.5M
Discretionary
$791.5M
Employees
10
Clients
251
Accounts
2,571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $791.5M | $791.5M | $0 | 10 | 0 |
| Jan 2025 | $671.5M | $671.5M | $0 | 10 | 0 |
| May 2024 | $671.5M | $671.5M | $0 | 10 | 0 |
| Feb 2024 | $671.5M | $671.5M | $0 | 10 | 0 |
| Jan 2023 | $608.9M | $608.9M | $0 | 14 | 284 |
| Jan 2023 | $608.9M | $608.9M | $0 | 14 | 284 |
| Mar 2022 | $717.6M | $717.6M | $0 | 14 | 276 |
| Jul 2021 | $539.2M | $539.2M | $0 | 14 | 281 |
| Jan 2021 | $539.2M | $539.2M | $0 | 14 | 281 |
| Jun 2020 | $452.7M | $452.7M | $0 | 4 | 276 |
| Jun 2020 | $452.7M | $452.7M | $0 | 4 | 276 |
| Jan 2020 | $452.7M | $452.7M | $0 | 4 | 276 |
| Jan 2019 | $355.8M | $355.8M | $0 | 11 | 610 |
| Mar 2018 | $370.1M | $370.1M | $0 | 11 | 610 |
| Oct 2017 | $349.6M | $349.6M | $0 | 11 | 0 |
| Jan 2017 | $285.9M | $285.9M | $0 | 11 | 588 |
| Aug 2016 | $217M | $217M | $0 | 11 | 447 |
| Jun 2016 | $217M | $217M | $0 | 11 | 447 |
| Mar 2016 | $217M | $217M | $0 | 11 | 447 |
| Jan 2016 | $217M | $217M | $0 | 11 | 447 |
| Aug 2015 | $188.5M | $188.5M | $0 | 4 | 367 |
| Mar 2015 | $188.5M | $188.5M | $0 | 4 | 367 |
| Jul 2014 | $144.7M | $144.7M | $0 | 12 | 300 |
| May 2014 | $144.7M | $144.7M | $0 | 12 | 300 |
| Apr 2014 | $144.7M | $144.7M | $0 | 12 | 300 |
| Jan 2014 | $144.7M | $144.7M | $0 | 12 | 300 |
| Jan 2014 | $144.7M | $144.7M | $0 | 12 | 300 |
DateMar 2025
Total AUM$791.5M
Discretionary$791.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$671.5M
Discretionary$671.5M
Non-Disc.$0
Employees10
Clients0
DateMay 2024
Total AUM$671.5M
Discretionary$671.5M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$671.5M
Discretionary$671.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$608.9M
Discretionary$608.9M
Non-Disc.$0
Employees14
Clients284
DateJan 2023
Total AUM$608.9M
Discretionary$608.9M
Non-Disc.$0
Employees14
Clients284
DateMar 2022
Total AUM$717.6M
Discretionary$717.6M
Non-Disc.$0
Employees14
Clients276
DateJul 2021
Total AUM$539.2M
Discretionary$539.2M
Non-Disc.$0
Employees14
Clients281
DateJan 2021
Total AUM$539.2M
Discretionary$539.2M
Non-Disc.$0
Employees14
Clients281
DateJun 2020
Total AUM$452.7M
Discretionary$452.7M
Non-Disc.$0
Employees4
Clients276
DateJun 2020
Total AUM$452.7M
Discretionary$452.7M
Non-Disc.$0
Employees4
Clients276
DateJan 2020
Total AUM$452.7M
Discretionary$452.7M
Non-Disc.$0
Employees4
Clients276
DateJan 2019
Total AUM$355.8M
Discretionary$355.8M
Non-Disc.$0
Employees11
Clients610
DateMar 2018
Total AUM$370.1M
Discretionary$370.1M
Non-Disc.$0
Employees11
Clients610
DateOct 2017
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2017
Total AUM$285.9M
Discretionary$285.9M
Non-Disc.$0
Employees11
Clients588
DateAug 2016
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees11
Clients447
DateJun 2016
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees11
Clients447
DateMar 2016
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees11
Clients447
DateJan 2016
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees11
Clients447
DateAug 2015
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees4
Clients367
DateMar 2015
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees4
Clients367
DateJul 2014
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees12
Clients300
DateMay 2014
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees12
Clients300
DateApr 2014
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees12
Clients300
DateJan 2014
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees12
Clients300
DateJan 2014
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees12
Clients300