Ankerstar Wealth, LLC
Firm details
- Headquarters
- Leander, Texas
- CRD number
- 170819
- Registered since
- January 10, 2025
- Website
- ankerstarwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.56%
- Individuals33.39%
- Corporations / Businesses3.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ankerstar Wealth, LLC is an independent registered investment adviser organized as a limited liability company. The firm reports SEC registration in 2025 and is owned by an individual principal. Its client base mixes individual and family clients with some institutional relationships, and its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is a combination of percentage-of-assets-under-management and fixed fees. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities43%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Michael Younkman
CIOCRD 7854074
Steven Ankerstar
CEO & FounderCRD 6251545
Contacts
3 of 4
Corey Hinkle
Financial AdvisorCRD 7910812
Jaden Verrico
Portfolio ManagerCRD 7504870
Joel Hanson
Financial AdvisorCRD 7567351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 228Active vs passive
$62.5M in ETFs
67%
$42M
24%
$20.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $8.8M | 175,039 | 14.09% |
Location
Leander, TX
Williamson
Location
Leander, TX
Headquartered in Leander, TX, in the South of the United States.
- Region
- South
- County
- Williamson
- Address
- 3835 Crk 175
- Time zone
- CT (UTC-6)
- Office locations
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