WEALTHSTAR ADVISORS, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 164957). Regulatory assets under management: $723.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Robert Wolf | MANAGING MEMBER | — |
| Scott Alan Stockton | MANAGING MEMBER | — |
| Erik Lloyd Wyse | MANAGING MEMBER | — |
| Jason Alan Dallmann | CHIEF COMPLIANCE OFFICER | — |
| SADZEWICZ GERY JOSEPH | CCO | — |
| WOLF ROBERT | MANAGING MEMBER | — |
| STOCKTON SCOTT ALAN | MANAGING MEMBER | — |
| WYSE ERIK LLOYD | MANAGING MEMBER | — |
| DALLMANN JASON ALAN | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PLANO | TX | 1 | 972-905-0288 |
| LENEXA | KS | 1 | 913-538-6812 |
| PLANO | TX | 1 | 972-905-0288 |
| LENEXA | KS | 1 | 913-538-6812 |