Wealthstreet Investment Advisors, LLC is a large advisory firm based in Dallas. It manages $816.48 million of regulatory assets for 688 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, Kansas, and 8 other states.
Wealthstreet Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthstreet Investment Advisors, LLC is $816.48 million. The firm's AUM has grown by 484% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealthstreet Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Wealthstreet Investment Advisors is high net worth individuals with 149 clients and $701.1 million of assets under management. Among the 9 most similar advisory firms, Wealthstreet Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $816.48 million for 301 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealthstreet Investment Advisors doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealthstreet Investment Advisors, LLC performs its advisory services is located at 1445 Ross Avenue, Dallas, TX 75202 2788, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-954-1900 or by fax 214-954-1274. The normal business hours are 7:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at wealthstreet-advisors.com.