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AMERICAN FUNDSTARS

IRVINE, CA · CRD 315860 · IAPD ↗ · americanfundstars.com · 949-877-8838

$332.7MRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
May 2025 — AMERICAN FUNDSTARS moved its main office from NEWPORT BEACH, CA to IRVINE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
71
February 2025 — AMERICAN FUNDSTARS grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
February 2025 — AMERICAN FUNDSTARS now reports 1 private fund(s) ($35.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
August 2024 — AMERICAN FUNDSTARS reported RAUM up 26% ($177.1M -> $222.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — AMERICAN FUNDSTARS reported RAUM up 48% ($119.3M -> $177.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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