Ankerstar Wealth, LLC

Overview

Ankerstar Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee structures. The firm does not describe itself as an active ESG investor. Ankerstar does not position itself as a capital allocator; instead it manages client portfolios directly while selectively accessing third-party alternative fund managers (see Investments & Alternatives). The adviser appears to operate with a relatively concentrated custody relationship and a modest institutional footprint consistent with a recently SEC-registered independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices