Ankerstar Wealth, Llc
Ankerstar Wealth, LLC is a fee-only Wealth Management Firm that recommends tailored financial solutions to our client's needs. Simply put, we offer strategies, not products. With $140M in AUM, we service over 280 households nationwide with a team of 10 full-time employees and pride ourselves in crafting portfolios that are individually suited to client risk tolerance levels through the usage of modeling software and offer one-time fee financial planning to clients who have no assets under our management.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- CH
Corey Hinkle
Lead Financial Advisor · Finance & Accounting
EmailPhone - JV
Jaden Verrico
Portfolio Manager · Finance & Accounting
EmailPhone - DC
David Chisum
Financial Advisor · Finance & Accounting
EmailPhone - SE
Steven E. Ankerstar
Chief Executive Officer · Other
EmailPhone
Showing 4 of 8 verified contacts
Top roles at Ankerstar Wealth, Llc
6 distinct titles indexed · top 6 shown.
- 1chief executive officer
- 1financial advisor
- 1intern
- 1lead financial advisor
- 1operations management assistant
- 1portfolio manager
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