Willstar8, LLC (Solana Beach)

Willstar8, LLC is a large advisory firm based in Solana Beach. It manages $26.75 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 28 other states.

Willstar8 provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Willstar8: assets under management

The assets under management (AUM) of Willstar8, LLC is $26.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $26.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Willstar8, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Willstar8, LLC

William Robert Gurtin has been acting as President since 1 Dec 2006. Steven Scott Simpson joined the executive team most recently as the President/Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Robert Gurtin	President	1 Dec 2006	75% - 100%	1441144
Gordon Walker Smith	Vice president, chief compliance officer	1 Jan 2007	Other	5402359
Steven Scott Simpson	President/managing director	1 Jan 2008	Other	4668252
Francis Xavier Michl	Head of trading/managing director	1 Jan 2008	Other	1745907

Based in Solana Beach

The principal office where Willstar8, LLC performs its advisory services is located at 440 Stevens Avenue, Solana Beach, CA 92075, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.