# WEALTHSTREET INVESTMENT ADVISORS, LLC

WEALTHSTREET INVESTMENT ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 286473
- Type: SEC-registered investment adviser
- SEC file number: 801-110058
- Location: 1445 ROSS AVENUE, SUITE 5600, DALLAS, TX, 75202-2788
- Phone: 214-954-1900
- Latest filing: 2021-03-09
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $875K
- Clients: 9
- Accounts: 771

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| RAY CHARLES LOUIS | CHAIRMAN OF THE BOARD, LIMITED PARTNER; MANAGING DIRECTOR; MANAGING MEMBER | — |
| RAY JOSEPH HOWARD | PRESIDENT, MANAGING DIRECTOR; TRUSTEE | — |
| BECK MICHAEL ROTH | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER; MEMBER, MANAGING DIRECTOR | — |
| KANE MICHAEL HARRY | MEMBER, MANAGING DIRECTOR | — |
| HEIL LYNETTE KAY | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | — |
| REYNOSO LESLIE JOCELYNE | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286473/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286473/similar
- Related entities: https://search.stillhousedata.com/firm/286473/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286473

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.