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Wealthstreet Investment Advisors

Wealthstreet Investment Advisors is an investment advisor in Dallas with $1.18B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820652055
SEC advisor number
801-110058
FINRA CRD number
286473
AUM ?
$1.18B (as of 9 Mar 21)
Accounts
771 (as of 9 Mar 21)
Employees
9 (5 investment advisory or research)
Address
Wealthstreet Investment Advisors
1445 ROSS AVENUE
SUITE 5600
DALLAS
TX 75202
Phone
214-954-1900

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 70 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$327K 1.58K 1.69K -6.6
$230K 70 201 -65.2
$213K 4K 13.85K -71.1
$180K 1.75K 7.56K -76.8
$160K 60 170 -64.7
$139K 980 5.86K -83.3
$138K 385 928 -58.5
$133K 960 3.27K -70.6
$133K 520 NEW
$126K 867 2.94K -70.5
$115K 4.25K 14.01K -69.7
$113K 700 2.38K -70.6
$103K 1.7K 3.5K -51.4
$98K 660 2.68K -75.4
$96K 332 332 0
$88K 400 1.35K -70.3
$79K 290 1.34K -78.4
$62K 1.7K 8.68K -80.4
$62K 500 2.7K -81.5
$58K 1.5K 3.75K -60.0
$56K 415 415 0
$56K 1.5K 3.5K -57.1
$48K 100 250 -60.0
$45K 350 1.98K -82.3
$45K 158 394 -59.9
$44K 160 NEW
$40K 300 2K -85.0
$37K 550 15.7K -96.5
$36K 158 158 0
$34K 626 2.98K -79.0
$34K 200 320 -37.5
$28K 400 1.45K -72.4
$27K 166 166 0
$26K 100 350 -71.4
$26K 600 1.1K -45.5
$23K 150 150 0
$22K 191 191 0
$21K 100 800 -87.5
$21K 250 2.05K -87.8
$19K 79 1.08K -92.7
$17K 150 2.1K -92.9
$16K 81 81 0
$16K 100 NEW
$15K 150 150 0
Vanguard Tax-managed Intl FD
$15K 300 600 -50.0
$14K 131 131 0
$14K 50 50 0
$14K 1K 4.5K -77.8
$14K 70 700 -90.0
$12K 52 52 0
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings