DFX Intelligence

RIA Intelligence

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SEC-registered adviser

A•••••••• W•••••• L••

Independent wealth managerLeander, TexasCRD 170819SEC 801-131782website IAPD

Latest filing Aug 31, 2026

First filing on the tape Dec 10, 2024 · 11 filings

SEC status approved since Jan 10, 2025

RAUM

$146M

reported, Item 5.F

Discretionary

94%

of RAUM

Private clients

100%

$146M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$24.3M

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

11 filings and snapshots on the tape

RAUM$146M as of Aug 31, 2026

Feb 3, 2025$108M then

HNW client RAUM$97.7M as of Aug 31, 2026

Feb 3, 2025$34.3M then

State-registered IARs (5.B.3)6 as of Aug 31, 2026

Feb 3, 20256 then

Employees (5.A)8 as of Aug 31, 2026

Feb 3, 20258 then

Private funds: no history

RAUM +36% over the last fiscal yearIARs 6 to 6offices 0 to 3

Practice profile

derived from the filing of Aug 31, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent

RAUM per advisor: $24.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 52derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.3MderivedHNW RAUM over HNW clients
Average account: $165,795derivedRAUM over accounts (5.F.2.f)
Discretionary: 94%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.3derivedItem 5.A over advisors
Advisors per office: 1.5derived4 offices incl. principal (1.F.5)
RAUM growth, one year: +38%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +23%derived
Compensation: percentage of assets, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, otherreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$97.7M67%
Individuals$48.2M33%
Corporations and businesses$223,1000.2%

Individual clients: 232reported
HNW clients: 77reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 881reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

6 on IAPD today, longest tenure first

Name	Branch	Here since	In industry
S••••• E• A••••••••Certified Financial Planner	Leander, Tx	Oct 29, 2014	12 y
J•••• R•••• V••••••	Leander, Tx	Feb 22, 2022	22 y
J••• T••••• H•••••Certified Financial Planner	Summerlin, Nv	Jun 7, 2022	10 y
M•••••• D•••• C•••••	Leander, Tx	Aug 18, 2022	11 y
M•••••• P••• Y•••••••	Leander, Tx	Feb 2, 2024	10 y
C•••• N••• H•••••	Leander, Tx	Jun 18, 2024	12 y

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

A••••••••• S•••••• E• · Chief Executive Officer/Chief Compliance Officercontrol
since 02/2014 · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Leander, Tx · principal	6	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

2 against comparable advisers; where to look, not conclusions

HNW share shiftChange between filings · filing Apr 24, 2026
HNW share of RAUM moved from 32.0% to 60.0% between the annual amendments of 2025-02-03 and 2026-04-24
peers: independent wealth managers, $100M to $500M (5,678)
RAUM up 25 %Change between filings · filing Apr 24, 2026
RAUM (Item 5.F) moved from $107,568,720 to $148,495,019 (+38.0%) between the annual amendments of 2025-02-03 and 2026-04-24; the peer median change was +15.0% (4548 comparable advisers, 92.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (4,548) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 945 to 881
Jul 17, 2026 to Aug 31, 2026
Corporate clients · 3 to 1
Jul 17, 2026 to Aug 31, 2026
HNW clients · 71 to 77
Jul 17, 2026 to Aug 31, 2026
Individual clients · 236 to 232
Jul 17, 2026 to Aug 31, 2026
Discretionary RAUM · $144M to $137M
Jul 17, 2026 to Aug 31, 2026
HNW RAUM · $97.0M to $97.7M
Jul 17, 2026 to Aug 31, 2026
Individual RAUM · $50.9M to $48.2M
Jul 17, 2026 to Aug 31, 2026
Non-discretionary RAUM · $8.9M to $8.8M
Jul 17, 2026 to Aug 31, 2026
RAUM · $153M to $146M
Jul 17, 2026 to Aug 31, 2026
Advisory activities · 2 to 3
Jun 23, 2026 to Jul 17, 2026
Other offices · 0 to 3
Jun 23, 2026 to Jul 17, 2026
Accounts · 894 to 945
May 22, 2026 to Jun 23, 2026
Corporate clients · 7 to 3
May 22, 2026 to Jun 23, 2026
HNW clients · 52 to 71
May 22, 2026 to Jun 23, 2026
Individual clients · 237 to 236
May 22, 2026 to Jun 23, 2026
Discretionary RAUM · $141M to $144M
May 22, 2026 to Jun 23, 2026
HNW RAUM · $89.0M to $97.0M
May 22, 2026 to Jun 23, 2026
Individual RAUM · $54.2M to $50.9M
May 22, 2026 to Jun 23, 2026
Non-discretionary RAUM · $7.4M to $8.9M
May 22, 2026 to Jun 23, 2026
RAUM · $148M to $153M
May 22, 2026 to Jun 23, 2026
Accounts · 863 to 894
Oct 13, 2025 to Jan 22, 2026
HNW clients · 45 to 52
Oct 13, 2025 to Jan 22, 2026
Financial planning clients · 101-250 to 251-500
Oct 13, 2025 to Jan 22, 2026
Discretionary RAUM · $129M to $141M
Oct 13, 2025 to Jan 22, 2026
HNW RAUM · $81.0M to $89.0M
Oct 13, 2025 to Jan 22, 2026
Individual RAUM · $50.9M to $54.2M
Oct 13, 2025 to Jan 22, 2026
Non-discretionary RAUM · $7.2M to $7.4M
Oct 13, 2025 to Jan 22, 2026
RAUM · $136M to $148M
Oct 13, 2025 to Jan 22, 2026
Accounts · 700 to 863
Jun 9, 2025 to Aug 26, 2025
Corporate clients · 8 to 7
Jun 9, 2025 to Aug 26, 2025
HNW clients · 27 to 45
Jun 9, 2025 to Aug 26, 2025
Individual clients · 208 to 237
Jun 9, 2025 to Aug 26, 2025
Discretionary RAUM · $99.9M to $129M
Jun 9, 2025 to Aug 26, 2025
HNW RAUM · $34.3M to $81.0M
Jun 9, 2025 to Aug 26, 2025
Individual RAUM · $68.6M to $50.9M
Jun 9, 2025 to Aug 26, 2025
Non-discretionary RAUM · $7.7M to $7.2M
Jun 9, 2025 to Aug 26, 2025
RAUM · $108M to $136M
Jun 9, 2025 to Aug 26, 2025
Financial planning clients · 101-250 to 101-250
Feb 3, 2025 to Jun 9, 2025
Accounts · 688 to 700
Dec 10, 2024 to Feb 3, 2025
Corporate clients · 4 to 8
Dec 10, 2024 to Feb 3, 2025

Signals

1 dated events

A•••••••• W•••••• L•• filed its initial SEC registration (Form ADV)
Dec 10, 2024 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: candice@ankerstarwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: allison@ankerstarwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: vipservices@ankerstarwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: mike@ankerstarwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 512-614-0085reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 512-937-6750reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 512-423-9418reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: LINKEDIN.COM/COMPANY/A••••••••-WEALTH-LLCreportedpublic record, Form ADV, Sep 21, 2026
Website: A••••••••WEALTH.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 512-614-0085reportedpublic record, Form ADV, Aug 31, 2026
Contact form: ANKERSTARWEALTH.COM/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: ANKERSTARWEALTH.COM/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $24.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026