Ankerstar Wealth, Llc
- Regulatory AUM
- $146M
- Discretionary
- $137M
- Clients
- 310
- Avg AUM / client
- $471K
- Accounts
- 881
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 232 | $48.2M | 33.0% |
| High net worth individuals | 77 | $97.7M | 66.9% |
| Corporations and other businesses | 1 | $223K | 0.15% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven E Ankerstar | Chief Executive Officer/Chief Compliance Officer | CFP | Feb 2014 (13y) | 75% or more |
| Jaden Riley Verrico | Registered representative | Feb 2022 (4y) | ||
| Joel Thomas Hanson | Registered representative | CFP | Jun 2022 (4y) | |
| Michael David Chisum | Registered representative | Aug 2022 (4y) | ||
| Michael Paul Younkman | Registered representative | Feb 2024 (3y) | ||
| Corey Neal Hinkle | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REVENUE SHARING FROM MODEL PORTFOLIO PLATFORM SUBSCRIPTION FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $137M (90% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗