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WHITESTAR ADVISORS, LLC

BOCA RATON, FL · CRD 124627 · IAPD ↗ · whitestarllc.com · 561-999-9949

$454.5MRegulatory AUM
4Advisory reps
8Employees
6Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2025 — WHITESTAR ADVISORS, LLC shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — WHITESTAR ADVISORS, LLC grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.