Mainstar Trust
$5.9M reported client assets across 2 advisory firms in FY2023 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| We Alliance Wealth Advisors, Inc. | $4.6M | $197M | 2.3% | 03/12/2024 |
| Coastedge Partners, Llc | $1.2M | $1.7B | 0.1% | 03/21/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.