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Chief Executive Officer/chief Compliance Officer · Ankerstar Wealth, LLC

Steven E Ankerstar

CRD 6251545 · Named on Form ADV at one SEC-registered adviser

At a glance

Ankerstar Wealth, LLC, an SEC-registered wealth manager based in Leander, TX with $146 million in regulatory assets, lists Steven E Ankerstar on its Form ADV as Chief Executive Officer/chief Compliance Officer, a control person.

Firms and roles

  • Ankerstar Wealth, LLCChief Executive Officer/chief Compliance OfficerWealth manager · Leander, TX · $146M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.