Wealthstreet Investment Advisors is an investment advisor in Dallas with $1.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820652055
SEC advisor number
801-110058
FINRA CRD number
286473
AUM ?
$1.18 bn
(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
1445 ROSS AVENUE
SUITE 5600
DALLAS
TX 75202
Office hours
Monday - Friday, 7:30AM - 4:30PM
Phone
214-954-1900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Heil, Lynette, Kay | Chief Compliance Officer, Chief Financial Officer, Member | 06/2017 | 5-10% |
Beck, Michael, Roth | Member, Managing Director | 03/2017 | 10-25% |
Reynoso, Leslie, Jocelyne | Member | 03/2017 | 5-10% |
Kane, Michael, Harry | Member, Managing Director | 06/2017 | 10-25% |
Ray, Joseph, Howard | President, Managing Director | 06/2017 | < 5% |
Ray, Gerald, Louis | Managing Director | 06/2017 | < 5% |
Gerald L. Ray & Associates, LTD. | Member | 06/2017 | 25-50% |
Ray, Gerald, Louis | Chairman of the Board, Limited Partner | 03/2004 | 25-50% |
Gerald L Ray & Associates I, LLC | General Partner | 06/2001 | |
Ray, Gerald, Louis | Managing Member | 03/2004 | |
JHR 2012 GST Trust | Limited Partner | 12/2012 | 25-50% |
Ray, Joseph, Howard | Trustee | 12/2012 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21
13F-HR
Quarterly holdings report by institutional manager
2 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
20 Jan 21
13F-HR
Quarterly holdings report by institutional manager
28 Oct 20
13F-HR
Quarterly holdings report by institutional manager
10 Aug 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
22 Jan 20