Ankerstar Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Leander, TX. Its latest Form ADV filing, dated April 24, 2026, reports $148M in regulatory assets under management, 8 employees, and 894 accounts.
Assets Under Management
$148M
Employees
8
Offices
--
Total Clients
296
Primary office
LEANDER, TX
3835 CR 175, UNIT #840, LEANDER, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
237
2
HNWI
17.6%
52
3
Corporations
2.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of April 24, 2026
Discretionary95.0%
$141M
95% of total RAUM95.0%
Non-discretionary5.0%
$7M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$148M
Total Accounts894
10Y AUM Change+$39M (+35.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.