ANKERSTAR WEALTH, LLC

CRD 170819File 801-131782

APPROVED

Retail clients

Filing as of Aug 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.1M

Bottom 25% of cohort (national)

Discretionary AUM

$137.3M

Non-discretionary $8.8M

Clients

310

881 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jan 10, 2025
Principal office: 3835 CR 175, UNIT #840, LEANDER, TX, 78641
Phone: 512-614-0085
Website: https://www.linkedin.com/in/AllisonAnkerstar

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.1M
Discretionary AUM: $137.3M
Non-discretionary AUM: $8.8M
Discretionary accounts: 844
Non-discretionary accounts: 37
Total accounts: 881
AUM per client: $471K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$223K
High net worth individuals	77	$97.7M
Individuals (other than high net worth individuals)	232	$48.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — REVENUE SHARING FROM MODEL PORTFOLIO PLATFORM SUBSCRIPTION FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.