# Ankerstar Wealth, LLC

> Ankerstar Wealth, LLC is an SEC-registered investment advisory firm in Leander, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 170819
- Filed as: ANKERSTAR WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leander, TX
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170819
- AdvisorCensus page: https://advisorcensus.com/firm/ankerstar-wealth-llc-leander-tx-170819

## Quick answers

**How is Ankerstar Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ankerstar Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Ankerstar Wealth, LLC located?**
Ankerstar Wealth, LLC's principal office is in Leander, TX, according to its Form ADV.

**Is Ankerstar Wealth, LLC registered with the SEC or a state?**
Ankerstar Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 170819.

**How much does Ankerstar Wealth, LLC manage?**
Ankerstar Wealth, LLC reports $146,064,973 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (94% discretionary).

**How have Ankerstar Wealth, LLC's assets and staff changed since 2025?**
In the Form ADV data for Ankerstar Wealth, LLC: Regulatory assets under management: $107,568,720 in the October 2025 data and $146,064,973 in the October 2026 data, up 36%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ankerstar Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (232); high net worth individuals (77); corporations or other businesses not listed above (1).

**Which custodians does Ankerstar Wealth, LLC use?**
Ankerstar Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ankerstar Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170819

**Does Ankerstar Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 31, 2026 says: "There is no account minimum for any of AW’s services."

**What changed in Ankerstar Wealth, LLC's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $107,568,720 to $136,398,544 (+27%). Registered or notice-filed in MN, NM, OK.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Account minimum: None

> There is no account minimum for any of AW’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $146,064,973
- Discretionary: $137,259,668
- Non-discretionary: $8,805,305

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 232 | $48,175,130 |
| High net worth individuals | 77 | $97,666,743 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $223,100 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, FL, GA, LA, MN, NH, NM, NV, OH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ankerstarwealth.com
- Facebook @ANKERSTARWEALTH
- Facebook @ChisumTrail
- Facebook @mike.younkman
- Facebook @steveankerstar
- Instagram @ankerstarwealth
- LinkedIn @ANKERSTAR-WEALTH-LLC
- LinkedIn @AllisonAnkerstar
- LinkedIn @corey-hinkle-aa909236b
- LinkedIn @cruiserankerstar
- LinkedIn @david-chisum-2174bb178
- LinkedIn @jaden-verrico
- LinkedIn @joel-hanson-280b235b
- LinkedIn @mikeyounkman
- X @MikeYounkman
- X @allisonank79565
- X @ankerstar
- X @jadenverrico_
- YouTube @ANKERSTARWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $107,568,720 | 8 | June 9, 2025 |
| October 2026 | $146,064,973 | 8 | August 31, 2026 |

Regulatory assets under management: $107,568,720 in the October 2025 data and $146,064,973 in the October 2026 data, up 36%.
Total employees: 8 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $107,568,720 to $136,398,544 (+27%).
- Registered or notice-filed in MN, NM, OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ankerstar Wealth, LLC (CRD 170819): Form ADV filing data as of October 2026.