Wealthstar Advisors, LLC

Wealthstar Advisors, LLC (CRD# 164957) is a financial advisory firm headquartered in Plano, TX. They manage $217,003,964 in 1,395 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $155,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, LA, TX

Financial Advisors at Wealthstar Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey R. Wolf
CRD#: 2842614
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
96
Wealthminder
score

Jeffrey Wolf (CRD# 2842614) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 19 years of experience in the finance industry. Jeffrey Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Howard T. Chen
CRD#: 4567095
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
93
Wealthminder
score

Howard Chen (CRD# 4567095) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 14 years of experience in the finance industry.

3
Tony Kim
CRD#: 4070331
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
93
Wealthminder
score

Tony Kim (CRD# 4070331) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 16 years of experience in the finance industry.

4
Thomas E. Montgomery
CRD#: 5571240
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
93
Wealthminder
score

Thomas Montgomery (CRD# 5571240) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 8 years of experience in the finance industry.

5
Mousumi Mukherjee
CRD#: 4723021
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
93
Wealthminder
score

Mousumi Mukherjee (CRD# 4723021) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 12 years of experience in the finance industry.

6
Scott A. Stockton
CRD#: 2806750
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
86
Wealthminder
score

Scott Stockton (CRD# 2806750) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 20 years of experience in the finance industry. Scott Stockton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Erik L. Wyse
CRD#: 2947140
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
83
Wealthminder
score

Erik Wyse (CRD# 2947140) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 19 years of experience in the finance industry.

8
Edmund O. Cordero
CRD#: 3148285
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
81
Wealthminder
score

Edmund Cordero (CRD# 3148285) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 17 years of experience in the finance industry.

9
Jason A. Dallmann
CRD#: 4523789
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
71
Wealthminder
score

Jason Dallmann (CRD# 4523789) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 14 years of experience in the finance industry.

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