# Wealthstar Advisors, LLC

> Wealthstar Advisors, LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 14, 2026.

- CRD: 164957
- Filed as: WEALTHSTAR ADVISORS, LLC
- Also doing business as: PROSPERITY RETIREMENT GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164957
- AdvisorCensus page: https://advisorcensus.com/firm/wealthstar-advisors-llc-plano-tx-164957

## Quick answers

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

**Where is Wealthstar Advisors, LLC located?**
Wealthstar Advisors, LLC's principal office is in Plano, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Wealthstar Advisors, LLC registered with the SEC or a state?**
Wealthstar Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164957.

**How much does Wealthstar Advisors, LLC manage?**
Wealthstar Advisors, LLC reports $723,608,845 in regulatory assets under management in its Form ADV filing dated March 14, 2026 (100% discretionary).

**How have Wealthstar Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthstar Advisors, LLC: Regulatory assets under management: $539,235,828 in the October 2021 data and $723,608,845 in the October 2026 data, up 34%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthstar Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (231); individuals (other than high net worth individuals) (222).

**Which custodians does Wealthstar Advisors, LLC use?**
Wealthstar Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthstar Advisors, 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/164957

**What changed in Wealthstar Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 8. No longer lists an office in McKinney, TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $723,608,845
- Discretionary: $723,608,845
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 222 | $254,428,350 |
| High net worth individuals | 231 | $469,180,495 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, IL, KS, LA, MA, NE, NH, OH, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lenexa, KS
- Plano, TX

### Websites listed on Form ADV (Item 1.I)
- wealthstaradvisors.com
- Facebook @WEALTHSTAR-ADVISORS-236422403043185
- LinkedIn @wealthstar-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $539,235,828 | 14 | July 13, 2021 |
| October 2022 | $717,616,108 | 14 | March 24, 2022 |
| October 2023 | $608,946,247 | 14 | January 27, 2023 |
| October 2024 | $671,459,524 | 10 | May 9, 2024 |
| October 2025 | $791,461,816 | 10 | March 26, 2025 |
| October 2026 | $723,608,845 | 8 | March 14, 2026 |

Regulatory assets under management: $539,235,828 in the October 2021 data and $723,608,845 in the October 2026 data, up 34%.
Total employees: 14 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 8.
- No longer lists an office in McKinney, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthstar Advisors, LLC (CRD 164957): Form ADV filing data as of October 2026.