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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealthstar Advisors have?","answer":"Wealthstar Advisors has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealthstar Advisors invest in?","answer":"At the end of its last fiscal year, Wealthstar Advisors’ separately managed accounts held 45% investment grade corporate bonds, 35% registered funds (mutual funds, ETFs, BDCs), 11% derivatives, 7% cash and equivalents and 2% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealthstar Advisors?","answer":"Wealthstar Advisors’ direct owners are Jeffrey Wolf, Scott Stockton and Erik Wyse, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealthstar Advisors get paid?","answer":"Wealthstar Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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