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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTHSTAR ADVISORS, LLC

CRD 164957

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:555918eb-c203-bb5e-9d35-25fff6a149f8

Data as of Mar 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Jan 17, 2014 to Mar 14, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $724MItem 5.F on the latest filing (2026-03-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $724M
Private client RAUM: $724MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $80.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,825
Individual clients: 222
High net worth clients: 231
Custody, client assets: $0
SEC number: 801-79121
CIK: 1602224
CRD: 164957
Filings on the tape: 29
First filed: Jan 17, 2014
Latest filed: Mar 14, 2026
Organised: Limited Liability Company, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY ROBERT WOLF	Certified Financial Planner	PLANO, TX \| Lenexa, KS	13	29	5	no
MOUSUMI MUKHERJEE	n/a	PLANO, TX	13	22	8	no
SCOTT ALAN STOCKTON	Certified Financial Planner	PLANO, TX	13	29	6	no
ERIK LLOYD WYSE	n/a	PLANO, TX	13	28	5	no
JASON ALAN DALLMANN	n/a	PLANO, TX	13	24	5	no
HOWARD THE CHEN	n/a	PLANO, TX	12	24	6	no
EDMUND OUANO CORDERO	n/a	McKinney, TX	12	27	3	no
TONY KIM	n/a	McKinney, TX	11	26	1	no
RICHARD CHARLES STAINSBY	Certified Financial Planner	Plano, TX	5	33	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DALLMANN, JASON, ALAN	CHIEF COMPLIANCE OFFICER	Na	yes	07/2014	Jul 23, 2014	May 9, 2024
STOCKTON, SCOTT, ALAN	MANAGING MEMBER	C	yes	01/2013	Jan 17, 2014	May 9, 2024
WOLF, JEFFREY, ROBERT	MANAGING MEMBER	C	yes	01/2013	Jan 17, 2014	May 9, 2024
WYSE, ERIK, LLOYD	MANAGING MEMBER	C	yes	01/2013	Jan 17, 2014	May 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Mckinney	TX	United States	3	no
Mckinney	TX	United States	3	no
Lenexa	Ks	United States	1	no
Plano	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 14, 2026	$724M	$724M	8	8	2	n/a	n/a
2024	Mar 26, 2025	$791M	$791M	10	10	4	n/a	n/a
2023	Feb 29, 2024	$671M	$671M	10	10	4	n/a	n/a
2022	Jan 20, 2023	$609M	$609M	14	11	2	n/a	n/a
2021	Mar 24, 2022	$718M	$718M	14	11	2	n/a	n/a
2020	Jan 22, 2021	$539M	$539M	14	11	2	n/a	n/a
2019	Jan 16, 2020	$453M	$453M	4	2	2	n/a	n/a
2018	Jan 14, 2019	$356M	$356M	11	7	2	n/a	n/a
2017	Mar 6, 2018	$370M	$370M	11	9	2	n/a	n/a
2016	Jan 17, 2017	$286M	$286M	11	7	n/a	n/a	n/a
2015	Jan 15, 2016	$217M	$217M	11	7	n/a	n/a	n/a
2014	Mar 3, 2015	$188M	$188M	4	1	n/a	n/a	n/a
2013	Mar 31, 2014	$145M	$145M	12	8	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	22.2%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$724M	$791M	-8.6%	$609M	5.9%	8	10	2	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SUCCESSION FINANCIAL, INC	2	Feb 3, 2026	Jun 30, 2025	MCKINNEY, TX	Team lift out	RIA to RIA	18.2%

Relationships

Registered with (12)

← RICHARD CHARLES STAINSBYAdvisorregistration: current employment
Jul 16, 2021 to presentfactForm ADV
← TONY KIMAdvisorregistration: current employment
Jan 9, 2015 to presentfactForm ADV
← EDMUND OUANO CORDEROAdvisorregistration: current employment
Dec 10, 2013 to presentfactForm ADV
← HOWARD THE CHENAdvisorregistration: current employment
Nov 18, 2013 to presentfactForm ADV
← ERIK LLOYD WYSEAdvisorregistration: current employment
May 13, 2013 to presentfactForm ADV
← JASON ALAN DALLMANNAdvisorregistration: current employment
May 13, 2013 to presentfactForm ADV
← SCOTT ALAN STOCKTONAdvisorregistration: current employment
Apr 30, 2013 to presentfactForm ADV
← MOUSUMI MUKHERJEEAdvisorregistration: current employment
Apr 26, 2013 to presentfactForm ADV
← JEFFREY ROBERT WOLFAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← BARBARA J BRIDGMANAdvisorregistration: previous registration
Mar 26, 2025 to Feb 3, 2026factForm ADV
← ERIC EDWARD WOLFEAdvisorregistration: previous registration
Nov 17, 2016 to Feb 3, 2026factForm ADV
← GERY JOSEPH SADZEWICZAdvisorregistration: previous registration
Jan 30, 2014 to Oct 6, 2014factForm ADV

Moved with (1)

→ SUCCESSION FINANCIAL, INCRegistered adviser2 advisors, team lift out, same day
Feb 3, 2026 to Jun 30, 2025factForm ADV

Controls (4)

← STOCKTON, SCOTT, ALANOwnerMANAGING MEMBER, ownership code C, individual
Jan 17, 2014 to May 9, 2024factForm ADV
← WOLF, JEFFREY, ROBERTOwnerMANAGING MEMBER, ownership code C, individual
Jan 17, 2014 to May 9, 2024factForm ADV
← WYSE, ERIK, LLOYDOwnerMANAGING MEMBER, ownership code C, individual
Jan 17, 2014 to May 9, 2024factForm ADV
← DALLMANN, JASON, ALANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2014 to May 9, 2024factForm ADV

Dated events

Occurred
Feb 3, 2026
Team lift-out
2 advisors left Wealthstar Advisors, LLC (Plano, TX) for Succession Financial, Inc on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 3, 2026
Advisor changed firm
Barbara J Bridgman left Wealthstar Advisors, Llc for Succession Financial, Inc (registered 2025-06-30)
Form ADVobserved 5 days ago
Occurred
Feb 3, 2026
Advisor changed firm
Eric Edward Wolfe left Wealthstar Advisors, Llc for Succession Financial, Inc (registered 2025-06-27)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2022
Regulatory AUM changed
Wealthstar Advisors, Llc reported RAUM $717.6M, up 33% from $539.2M (2021-07-13 to 2022-03-24)
Form ADVobserved 5 days ago
$178M
Occurred
Jan 17, 2014
First Form ADV filing
Wealthstar Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:555918eb-c203-bb5e-9d35-25fff6a149f8
First observed: Jan 17, 2014
Last observed: Mar 14, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTHSTAR ADVISORS, LLC

CRD 164957

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:555918eb-c203-bb5e-9d35-25fff6a149f8

Data as of Mar 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY ROBERT WOLF

Certified Financial Planner

PLANO, TX | Lenexa, KS

MOUSUMI MUKHERJEE

n/a

PLANO, TX

SCOTT ALAN STOCKTON

Certified Financial Planner

PLANO, TX

ERIK LLOYD WYSE

n/a

PLANO, TX

JASON ALAN DALLMANN

n/a

PLANO, TX

HOWARD THE CHEN

n/a

PLANO, TX

EDMUND OUANO CORDERO

n/a

McKinney, TX

TONY KIM

n/a

McKinney, TX

RICHARD CHARLES STAINSBY

Certified Financial Planner

Plano, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DALLMANN, JASON, ALAN

CHIEF COMPLIANCE OFFICER

yes

07/2014

Jul 23, 2014

May 9, 2024

STOCKTON, SCOTT, ALAN

MANAGING MEMBER

yes

01/2013

Jan 17, 2014

May 9, 2024

WOLF, JEFFREY, ROBERT

MANAGING MEMBER

yes

01/2013

Jan 17, 2014

May 9, 2024

WYSE, ERIK, LLOYD

MANAGING MEMBER

yes

01/2013

Jan 17, 2014

May 9, 2024

City

State

Country

Employees

Also broker-dealer

Mckinney

United States

Mckinney

United States

Lenexa

United States

Plano

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 14, 2026

$724M

n/a

2024

Mar 26, 2025

$791M

n/a

2023

Feb 29, 2024

$671M

n/a

2022

Jan 20, 2023

$609M

n/a

2021

Mar 24, 2022

$718M

n/a

2020

Jan 22, 2021

$539M

n/a

2019

Jan 16, 2020

$453M

n/a

2018

Jan 14, 2019

$356M

n/a

2017

Mar 6, 2018

$370M

n/a

2016

Jan 17, 2017

$286M

n/a

2015

Jan 15, 2016

$217M

n/a

2014

Mar 3, 2015

$188M

n/a

2013

Mar 31, 2014

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

22.2%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$724M

$791M

-8.6%

$609M

5.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SUCCESSION FINANCIAL, INC

Feb 3, 2026

Jun 30, 2025

MCKINNEY, TX

Team lift out

RIA to RIA

18.2%