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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AMERICAN FUNDSTARS

AMERICAN FUNDSTARS FINANCIAL GROUP LLC, CRD 315860

IRVINE, CA

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:e137c7ff-26b6-b701-9361-6b2108cf4c07

Data as of Dec 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 4
On other graphs: 2
Observed: Jul 5, 2022 to Dec 25, 2025
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

American Fundstars

Intermediary · shared crd

Independent Sponsorsidentity

American Fundstars

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.57 fund_share=0.08 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0
Regulatory AUM: $333MItem 5.F on the latest filing (2025-12-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $18.9M
Private client RAUM: $191MderivedItem 5.D individuals plus high net worth individuals
Private client share: 57%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $22.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 489
High net worth clients: 421
Private funds: 3Schedule D 7.B(1)
SEC number: 801-126339
CRD: 315860
Filings on the tape: 11
First filed: Jul 5, 2022
Latest filed: Dec 25, 2025
Organised: Limited Liability Company, DE
Website: americanfundstars.com

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
Fan Feng	n/a	IRVINE, CA \| Newport Beach, CA	5	14	1	yes
Zhiqi Liu	n/a	IRVINE, CA	4	10	1	yes
Li Sun LaCagnina	n/a	IRVINE, CA	4	14	n/a	no
Meng Yuan	n/a	IRVINE, CA	4	11	n/a	no
Yiqi Wang	n/a	IRVINE, CA	4	15	n/a	yes
Bing Wang	n/a	IRVINE, CA	2	11	n/a	no
Xiao Qiu	n/a	IRVINE, CA	2	13	n/a	no
Ye Yuan	n/a	IRVINE, CA	2	17	n/a	no
Yue Yu	n/a	IRVINE, CA	2	12	n/a	no
Keluo Zhao	n/a	IRVINE, CA	1	27	n/a	no
Chahan Fu	n/a	IRVINE, CA	0	12	n/a	no
Xuemei Zhang	n/a	IRVINE, CA	0	10	n/a	no
Sheryl Haochen Liu	n/a	IRVINE, CA	0	10	n/a	no
Daoda WANG	n/a	IRVINE, CA	0	11	n/a	yes
Jingxuan Wu	n/a	IRVINE, CA	0	10	n/a	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
AMERICAN STARS GROUP INC.	Owner	E	yes	11/2022	Jan 3, 2023	Sep 10, 2024
FENG, FAN	CHIEF EXECUTIVE OFFICER	Na	yes	06/2021	Jul 5, 2022	Sep 10, 2024
JUVEN DYNASTY TRUST	Owner	E	yes	09/2022	Mar 12, 2024	Sep 10, 2024
LIU, ZHIQI	CHIEF COMPLIANCE OFFICER	Na	yes	04/2022	Jul 5, 2022	Sep 10, 2024
PIERO MANAGEMENT LLC	Shareholder	D	yes	12/2022	Mar 12, 2024	Sep 10, 2024
WANG, YIQI	President	Na	yes	05/2022	Jul 5, 2022	Sep 10, 2024
ZHOU, LEO	Partner	Na	no	12/2021	Jul 5, 2022	Sep 10, 2024

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 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Apr 25, 2025	$277M	$16.0M	21	9	2	n/a
2023	Mar 12, 2024	$177M	$9.6M	18	6	n/a	n/a
2022	Mar 22, 2023	$115M	$6.7M	15	4	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	13.3%	0	1	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
2024	$333M	$177M	87.8%	n/a	n/a	14	18	0	0

Relationships

Registered with (17)

← Daoda WANGAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← Jingxuan WuAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← Sheryl Haochen LiuAdvisorregistration: current employment
Apr 20, 2026 to presentfactForm ADV
← Xuemei ZhangAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← Chahan FuAdvisorregistration: current employment
Feb 25, 2026 to presentfactForm ADV
← Keluo ZhaoAdvisorregistration: current employment
Sep 16, 2025 to presentfactForm ADV
← Yue YuAdvisorregistration: current employment
May 8, 2024 to presentfactForm ADV
← Xiao QiuAdvisorregistration: current employment
Feb 21, 2024 to presentfactForm ADV
← Ye YuanAdvisorregistration: current employment
Feb 21, 2024 to presentfactForm ADV
← Bing WangAdvisorregistration: current employment
Feb 18, 2024 to presentfactForm ADV
← Yiqi WangAdvisorregistration: current employment
Aug 17, 2022 to presentfactForm ADV
← Li Sun LaCagninaAdvisorregistration: current employment
Mar 24, 2022 to presentfactForm ADV
← Meng YuanAdvisorregistration: current employment
Mar 24, 2022 to presentfactForm ADV
← Zhiqi LiuAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← Fan FengAdvisorregistration: current employment
Sep 10, 2021 to presentfactForm ADV
← Wenxuan ZhuAdvisorregistration: previous registration
Sep 21, 2024 to Aug 4, 2026factForm ADV
← YUXIN TIM TIANAdvisorregistration: previous registration
Feb 21, 2024 to Jun 18, 2026factForm ADV

Owns (1)

← ZHOU, LEOOwnerPARTNER, ownership code NA, individual
Jul 5, 2022 to Sep 10, 2024factForm ADV

Controls (6)

← FENG, FANOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jul 5, 2022 to Sep 10, 2024factForm ADV
← LIU, ZHIQIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 5, 2022 to Sep 10, 2024factForm ADV
← WANG, YIQIOwnerPRESIDENT, ownership code NA, individual
Jul 5, 2022 to Sep 10, 2024factForm ADV
← AMERICAN STARS GROUP INC.OwnerOWNER, ownership code E, domestic entity
Jan 3, 2023 to Sep 10, 2024factForm ADV
← JUVEN DYNASTY TRUSTOwnerOWNER, ownership code E, domestic entity
Mar 12, 2024 to Sep 10, 2024factForm ADV
← PIERO MANAGEMENT LLCOwnerSHAREHOLDER, ownership code D, domestic entity
Mar 12, 2024 to Sep 10, 2024factForm ADV

Dated events

Occurred
Aug 4, 2026
Advisor changed firm
Wenxuan Zhu left American Fundstars for My Advisors Us Llc (registered 2026-08-11)
Form ADVobserved 6 days ago
Occurred
Jun 18, 2026
Advisor changed firm
Yuxin Tim Tian left American Fundstars for My Advisors Us Llc (registered 2026-07-20)
Form ADVobserved 6 days ago
Occurred
Dec 25, 2025
Advisor headcount changed
American Fundstars reported 9 state-registered advisory representatives, down from 21 (2025-08-07 to 2025-12-25)
Form ADVobserved 6 days ago
-12 IARS
Occurred
Jul 5, 2022
First Form ADV filing
American Fundstars filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e137c7ff-26b6-b701-9361-6b2108cf4c07
First observed: Jul 5, 2022
Last observed: Dec 25, 2025 9 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.

AMERICAN FUNDSTARS

AMERICAN FUNDSTARS FINANCIAL GROUP LLC, CRD 315860

IRVINE, CA

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:e137c7ff-26b6-b701-9361-6b2108cf4c07

Data as of Dec 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Fan Feng

n/a

IRVINE, CA | Newport Beach, CA

yes

Zhiqi Liu

n/a

IRVINE, CA

yes

Li Sun LaCagnina

n/a

IRVINE, CA

n/a

Meng Yuan

n/a

IRVINE, CA

n/a

Yiqi Wang

n/a

IRVINE, CA

n/a

yes

Bing Wang

n/a

IRVINE, CA

n/a

Xiao Qiu

n/a

IRVINE, CA

n/a

Ye Yuan

n/a

IRVINE, CA

n/a

Yue Yu

n/a

IRVINE, CA

n/a

Keluo Zhao

n/a

IRVINE, CA

n/a

Chahan Fu

n/a

IRVINE, CA

n/a

Xuemei Zhang

n/a

IRVINE, CA

n/a

Sheryl Haochen Liu

n/a

IRVINE, CA

n/a

Daoda WANG

n/a

IRVINE, CA

n/a

yes

Jingxuan Wu

n/a

IRVINE, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMERICAN STARS GROUP INC.

Owner

yes

11/2022

Jan 3, 2023

Sep 10, 2024

FENG, FAN

CHIEF EXECUTIVE OFFICER

yes

06/2021

Jul 5, 2022

Sep 10, 2024

JUVEN DYNASTY TRUST

Owner

yes

09/2022

Mar 12, 2024

Sep 10, 2024

LIU, ZHIQI

CHIEF COMPLIANCE OFFICER

yes

04/2022

Jul 5, 2022

Sep 10, 2024

PIERO MANAGEMENT LLC

Shareholder

yes

12/2022

Mar 12, 2024

Sep 10, 2024

WANG, YIQI

President

yes

05/2022

Jul 5, 2022

Sep 10, 2024

ZHOU, LEO

Partner

12/2021

Jul 5, 2022

Sep 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 25, 2025

$277M

$16.0M

n/a

2023

Mar 12, 2024

$177M

$9.6M

n/a

2022

Mar 22, 2023

$115M

$6.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

13.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$333M

$177M

87.8%

n/a