W
$723.6M Total AUM
$723.6M Disc. AUM
5.8% 3Y CAGR
8 Employees
453 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2013
- Office Locations
- 3
Office Locations
10000 Marshall Dr. Lenexa KS
305b W Spring Creek Pkwy Suite 400 Plano TX
5900 S Lake Forest Drive Suite 300 Mckinney TX
About Wealthstar Advisors, LLC
Wealthstar Advisors, LLC is a Plano-based RIA with 3 offices. The firm has been operating for 13 years. Managing $723.6M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
51 AVG AGE
$90.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT ALAN STOCKTON
Managing Member, Owner
- CRD
- #2806750
- Ownership
- 25% but less than 50%
Available
Available
Available
J
JEFFREY ROBERT WOLF
Financial Advisor, Managing Member
- CRD
- #2842614
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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H
HOWARD THE CHEN
Financial Advisor, General Partner
- CRD
- #4567095
Available
Available
Available
E
EDMUND OUANO CORDERO
Financial Advisor, General Partner
- CRD
- #3148285
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $723,608,845 | $396,498 |
| Non-Discretionary | $0 | -- |
| Total | $723,608,845 | $396,498 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available Derivatives:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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