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Howard The Chen

Investment adviser representative at Wealthstar Advisors, LLC
15 yearsExperience
1 stateRegistered in
$723.6MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Wealthstar Advisors, LLCNov 2013 to now
  2. Independent Financial PartnersAug 2012 to now
  3. Peregrine Diversifited Investment ServicesMay 2011 to now

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (TX).

Wealthstar Advisors, LLC

$723.6MAssets managed
453Clients
9Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4567095
Firm CRD
164957
Advisor's SEC record (opens in a new tab)
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