# WealthStar Advisors

WealthStar Advisors is a Bank / Wealth / Trust based in Plano, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** wealthstaradvisors.com
- **LinkedIn:** https://www.linkedin.com/company/wealthstar-advisors-llc

## Regulatory record

- **CRD number:** 164957
- **SEC file number:** 801-79121
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164957

## About

WealthStar Advisors was founded in 2010 in Plano, Texas, entering a North Texas wealth management corridor that has since become one of the fastest-growing in the United States. The firm registered with the SEC as an investment advisor, establishing its core practice around financial planning and discretionary portfolio management for high-net-worth individuals, individuals, and small business owners. The firm delivers investment advisory services centered on traditional wealth management — financial planning, asset allocation, and portfolio construction. Without disclosed AUM, the firm's competitive position in the North Texas market — which includes national aggregators, bank trust departments, and other independent RIAs — remains opaque. Headquartered in Plano, WealthStar Advisors operates from a single office in a region that has attracted significant financial-services migration over the past decade. The firm has not publicly disclosed team size, total assets under advisement, or any affiliated vehicles such as a tax practice or insurance agency — common adjacencies for independent advisors of this type. No recent operational milestones, fund launches, or key hires have been publicly reported. WealthStar's structure as a small, independent RIA in a consolidating industry is its defining feature. The firm competes against roll-up platforms and national wealth managers that can offer in-house estate planning, tax preparation, and banking services. Its ability to sustain without a disclosed niche specialization or prominent principal places it among the ranks of local advisory practices whose competitive moat depends entirely on individual client relationships and word-of-mouth referrals.

## Questions

### Does WealthStar Advisors manage a pooled investment vehicle or fund?

No pooled investment vehicles or proprietary funds have been disclosed. Public records indicate the firm operates as a traditional registered investment advisor delivering customized portfolio management and financial planning to individual clients rather than managing commingled fund structures.

### How is WealthStar Advisors positioned within the North Texas wealth management market?

WealthStar Advisors competes in Plano, part of the fast-growing Dallas-Fort Worth wealth corridor. The firm operates as an independent RIA — a model increasingly challenged by national aggregators, bank trust departments, and larger regional firms that can bundle tax, estate, and banking services alongside investment management.

## Related profiles

- [Wealthspan Partners](https://altss.com/profile/wealthspan-partners)
- [Wealthstream Advisors](https://altss.com/profile/wealthstream-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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