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Bank / Wealth / TrustRIA · CRD 170819SEC-Registered

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Ankerstar Wealth

Ankerstar Wealth was established in 2014 as a US-based wealth manager and registered investment adviser. The firm supplies advisory services covering financial...

Overview

Ankerstar Wealth was established in 2014 as a US-based wealth manager and registered investment adviser. The firm supplies advisory services covering financial planning, retirement planning, and investment planning. It serves individuals and high-net-worth individuals through direct mandates. No public information details asset-class allocations, co-investments, or geographic deployment beyond its US headquarters. No data on team size, additional offices, or adjacent vehicles such as foundations or clubs appear in available records. No operational events from the last 24 months are documented. The firm maintains a conventional RIA structure with no disclosed hybrid elements, succession arrangements, or proprietary sourcing networks.

General information

Firm type

Bank / Wealth / Trust

Year founded

2013

AUM

$130M+

Location

Region

North America

Country

United States

City

Round Rock

Corporate office

Round Rock, United States

Frequently asked questions

Who runs investment decisions at Ankerstar Wealth?

No named principals or investment committee members are identified in public records.

Does Ankerstar Wealth participate in fund commitments or only direct deals?

Available information describes only direct advisory services to clients. No fund commitments or co-investments are documented.

What investment stages does Ankerstar Wealth typically target?

The firm focuses on advisory services for individuals and high-net-worth clients. No stage-specific mandates are disclosed.

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