Summerlin, NV Office

Ankerstar Wealth provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients) and business entities, and also offers participant account management for defined-contribution plan accounts. A team of six advisors reports roughly $146 million in regulatory assets under management across about 309 client relationships, with investments spanning equities, fixed income, ETFs, real estate funds, commodities, annuities and private/venture investments.

The firm builds individualized investment policy statements and model portfolios, documents client risk using a Nitrogen® risk questionnaire and signed risk score/range, and typically manages accounts on a discretionary basis while offering non‑discretionary advisory and sub‑advisory options. Implementation tools described in the brochure include long- and short-term trading, options strategies, margin and short sales, proprietary models delivered via third‑party platforms, and a tax‑management overlay provided through a sub‑adviser.

What is noteworthy relative to many peers is the firm’s explicit use of derivatives and the permissive use of borrowing within separately managed accounts—practices the brochure highlights as part of its trading toolkit and that are statistically uncommon among similar team firms. The firm also operates sub‑advisory arrangements (including a tax‑management program provided by 55ip) and receives model subscription and platform-related economic benefits, including a disclosed fee waiver tied to asset placement and certain program models that rely on single‑family fund sets, creating potential conflicts of interest that are disclosed in the brochure.