WEALTHSTREET INVESTMENT ADVISORS, LLC
CRD #286473 SEC #801-110058 DALLAS, TX 214-954-1900
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
9
Clients
1
Accounts
771
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2021
- 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 |
|---|---|---|---|---|
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, GERALD, LOUIS | I | MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| RAY, JOSEPH, HOWARD | I | PRESIDENT, MANAGING DIRECTOR | NA | Control |
| REYNOSO, LESLIE, JOCELYNE | I | MANAGING MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MANAGING MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MANAGING MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MANAGING MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | NA | |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | NA | |
| BECK, MICHAEL, ROTH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BECK, MICHAEL, ROTH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BECK, MICHAEL, ROTH | I | MANAGING MEMBER | E | Control |
| BECK, MICHAEL, ROTH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| GERALD L. RAY & ASSOCIATES, LTD. | DE | MEMBER | C | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| BECK, MICHAEL, ROTH | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| KANE, MICHAEL, HARRY | I | MEMBER, MANAGING DIRECTOR | B | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| HEIL, LYNETTE, KAY | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | A | Control |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | A | Control |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | A | Control |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | A | Control |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | A | Control |
| REYNOSO, LESLIE, JOCELYNE | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| GERALD L RAY & ASSOCIATES I, LLC | DE | GERALD L. RAY & ASSOCIATES, LTD. | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, GERALD, LOUIS | I | GERALD L RAY & ASSOCIATES I, LLC | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| RAY, JOSEPH, HOWARD | I | JHR 2012 GST TRUST | F | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| JHR 2012 GST TRUST | DE | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
| RAY, GERALD, LOUIS | I | GERALD L. RAY & ASSOCIATES, LTD. | C | Control |
Registrations
Federal
IA
Mar 9, 2021 REGISTERED
Notice Filings (11)
CA CO KS LA MA NC NE NY OK TN TX
Address
1445 ROSS AVENUESUITE 5600
DALLAS, TX 75202-2788
United States
Phone: 214-954-1900