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ANKERSTAR WEALTH, LLC

LEANDER, TX · CRD 170819 · IAPD ↗ · 512-614-0085

$146.1MRegulatory AUM
6Advisory reps
8Employees
2Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — ANKERSTAR WEALTH, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
February 2026 — ANKERSTAR WEALTH, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
December 2025 — ANKERSTAR WEALTH, LLC notice-filed in MN, NM, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
December 2025 — ANKERSTAR WEALTH, LLC reported RAUM up 27% ($107.6M -> $136.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — ANKERSTAR WEALTH, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — ANKERSTAR WEALTH, LLC moved its main office from ROUND ROCK, TX to LEANDER, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
67
March 2025 — ANKERSTAR WEALTH, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2025 — ANKERSTAR WEALTH, LLC (ROUND ROCK, TX) is newly SEC-registered with $109.9M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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