Ankerstar Wealth provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Ankerstar Wealth reports 310 clients. They include 232 individual clients, 77 high-net-worth individuals and 1 corporate or other business client. Of its assets, 94.0% ($137M across 844 accounts) are managed with discretion; $8.81M across 37 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 33% |
| High-net-worth individuals | 25% | 67% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 232 | $48.2M | 33.0% | $208K |
| High-net-worth individuals | 77 | $97.7M | 66.9% | $1.27M |
| Corporations and other businesses | Fewer than 5 | $223K | 0.2% | $223K |
| Total | 310 | $146M | 100% | — |
- Clients
- 232
- Regulatory AUM
- $48.2M
- AUM share
- 33.0%
- Avg. per client
- $208K
- Clients
- 77
- Regulatory AUM
- $97.7M
- AUM share
- 66.9%
- Avg. per client
- $1.27M
- Clients
- Fewer than 5
- Regulatory AUM
- $223K
- AUM share
- 0.2%
- Avg. per client
- $223K
Total
- Clients
- 310
- Regulatory AUM
- $146M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Ankerstar Wealth charges 0.40%–0.95% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 0.95% |
| $500K–$1M | 0.90% |
| $1M–$2M | 0.85% |
| $2M–$3M | 0.80% |
| $3M–$5M | 0.70% |
| $5M–$7.5M | 0.60% |
| $7.5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Packages
- Fixed financial planning fees: Basic Planning $500, Comprehensive Planning $1,500, Continuous Planning $3,000 with three quarterly meetings; negotiable, charged in arrears.
Steven Ankerstar owns 50% to 75% of Ankerstar Wealth. Steven Ankerstar is CEO. It has 8 employees, 6 of them in advisory roles.
Leadership
Steven AnkerstarChief Executive Officer/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Ankerstar Wealth, LLC
Steven Ankerstar
Control person · since February 2014
Ankerstar Wealth’s regulatory assets grew from $108M (June 2025) to $146M (August 2026); clients rose from 243 to 310 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $146M | 310 | 8 | 4 |
| June 2025 | $108M | 243 | 8 | 1 |
Besides its headquarters, Ankerstar Wealth has 3 offices (3 private residences, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 3835 CR 175, Unit #840, LeanderHQ
Contact and registration details
- Legal name
- Ankerstar Wealth, LLC
- Headquarters
- 3835 CR 175, Unit #840, Leander, TX 78641
- Website
- ankerstarwealth.com
- Phone
- 512-614-0085
- @ankerstar-wealth-llc
- SEC file
- 801-131782
- Structure
- Texas LLC
- Fiscal year end
- December
Ankerstar Wealth uses Charles Schwab ($140M) as custodian for its separately managed accounts. Ankerstar Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $140M100%
At year end, Ankerstar Wealth’s separately managed accounts were mostly in funds (52%) and stocks (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $119M across 989 positions; the largest are Wisdomtree TR (14.1%), Innovator ETFS Trust (7.8%) and Alphabet Inc. (5.8%).
What the accounts hold
- Stocks43%
- Funds52%
- Bonds4%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash1%
Reported 13F holdings
- $119M
- Reported 13F value
- 989
- Positions
- 54.4%
- In the 10 largest
- +25.9%
- Value vs. prior quarter
- Wisdomtree TR · Floatng Rat Trea14.1%
- Innovator ETFS Trust · Defined Wlt Shld7.8%
- Alphabet Inc. · Cap Stk CL C5.8%
- Amazon Com Inc.4.8%
- Apple Inc.4.8%
- First TR Exchng Traded FD VI · FT Ladd Buff ETF4.3%
- Bitwise Bitcoin ETF TR · Shs Ben Int4.1%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD3.2%
- J P Morgan Exchange Traded F · Equity Premium2.8%
- Pacer Fds TR · US Cash Cows 1002.6%
Together, the ten largest are 54.4% of reported value.
How many clients does Ankerstar Wealth have?
Ankerstar Wealth has 310 clients and manages $146 million for them, as of August 2026. They include 232 individual clients, 77 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Ankerstar Wealth offer?
Ankerstar Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ankerstar Wealth charge?
Ankerstar Wealth charges 0.40%–0.95% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A - ANKERSTAR WEALTH, LLC, filed 31 August 2026
Which custodians does Ankerstar Wealth use?
Ankerstar Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $140M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Ankerstar Wealth have?
Ankerstar Wealth has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ankerstar Wealth invest in?
At the end of its last fiscal year, Ankerstar Wealth’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities, 3% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ankerstar Wealth?
Ankerstar Wealth’s direct owner is Steven Ankerstar (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Ankerstar Wealth get paid?
Ankerstar Wealth is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ankerstar Wealth registered with the SEC?
Yes, Ankerstar Wealth has been registered with the SEC as an investment adviser since 10 January 2025. Its CRD number is 170819 and its SEC file number is 801-131782.
Source: Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record
How do I contact Ankerstar Wealth?
Ankerstar Wealth’s main office is at 3835 CR 175, Unit #840, Leander, TX 78641. Its phone number is 512-614-0085. Its website is ankerstarwealth.com.