Wealthstar Advisors, Llc
- Regulatory AUM
- $724M
- Discretionary
- $724M
- Clients
- 453
- Avg AUM / client
- $1.6M
- Accounts
- 1,825
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 222 | $254M | 35.2% |
| High net worth individuals | 231 | $469M | 64.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Association Of International Certified Professional Accountants 401(k) Retirement Plan The Association Of International Certified Professional Accountants | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Lloyd Wyse | Managing Member | Jan 2013 (14y) | 25% – 50% | |
| Jeffrey Robert Wolf | Managing Member | CFP | Jan 2013 (14y) | 25% – 50% |
| Scott Alan Stockton | Managing Member | CFP | Jan 2013 (14y) | 25% – 50% |
| Jason Alan Dallmann | Chief Compliance Officer | May 2013 (13y) | Less than 5% | |
| Mousumi Mukherjee | Registered representative | Apr 2013 (13y) | ||
| Howard The Chen | Registered representative | Nov 2013 (13y) | ||
| Edmund Ouano Cordero | Registered representative | Dec 2013 (13y) | ||
| Tony Kim | Registered representative | Jan 2015 (12y) | ||
| Richard Charles Stainsby | Registered representative | CFP | Jul 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Association Of International Certified Professional Accountants 401(k) Retirement Plan | The Association Of International Certified Professional Accountants | 724 | $269M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/14/2026 | 940 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $722M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 14, 2026.
View current Form ADV (SEC/IAPD) ↗