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ANKERSTAR WEALTH, LLC
CRD 170819File 801-131782
APPROVED
Retail clients
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$146.1M
Bottom 25% of cohort (national)
Discretionary AUM
$137.3M
Non-discretionary $8.8M
Clients
310
881 accounts
Employees
8
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | AUM | $152,547,581 | $146,064,973 | decreased by$6,482,608 |
| Aug 12, 2026 | Accounts | 945 | 881 | decreased by64 |
| Jul 1, 2026 | Clients | 296 | 310 | increased by14 |
| Jul 1, 2026 | AUM | $148,495,019 | $152,547,581 | increased by$4,052,562 |
| Jul 1, 2026 | Accounts | 894 | 945 | increased by51 |
| Feb 1, 2026 | Clients | 289 | 296 | increased by7 |
| Feb 1, 2026 | AUM | $136,398,544 | $148,495,019 | increased by$12,096,475 |
| Feb 1, 2026 | Accounts | 863 | 894 | increased by31 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 243 | 289 | increased by46 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $107,568,720 | $136,398,544 | increased by$28,829,824 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 700 | 863 | increased by163 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANKERSTAR WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANKERSTAR WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.