Erik Wyse
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- Full Name
- Erik Lloyd Wyse
- Title
- Co-Founder, CRPC®
- Firm
- WealthStar Advisors, LLC
- Firm Type
- SEC-registered investment adviser / independent financial planning and wealth management firm
- Investment Stage
- No verifiable startup angel or seed-stage investment mandate found
- Check Size
- No verifiable angel check-size information found
- Target Company Profile
- WealthStar’s disclosed client base is individuals, high-net-worth individuals, families, and businesses seeking wealth planning and investment management
- Sector Focus
- Financial planning, wealth management, estate planning, protection planning, portfolio management
- Geographic Focus
- WealthStar states it serves clients across North America; regulatory listings show the firm headquartered in Plano, Texas
- Location
- Plano, Texas
Background
Erik Lloyd Wyse is a co-founder of WealthStar Advisors, LLC, an independent financial planning and wealth management firm based in Plano, Texas. WealthStar’s own site identifies him as “Erik L. Wyse, CRPC®” and lists him as a co-founder with direct phone and email contact information.
Wyse co-founded WealthStar Advisors in 2010 with longtime friends Jeff Wolf and Scott Stockton. According to his WealthStar biography, he began advising families in 1997 at American Express Financial Advisors, later Ameriprise, where he worked as both an advisor and advisor coach before going independent in 2010.
He graduated from Abilene Christian University as a Pope Fellow with a BBA in Business Administration and a focus in Economics. He also served more than 20 years in the Texas Army National Guard / U.S. Army, retiring in 2009 as a Major and Engineer Officer after deployments including Desert Shield / Desert Storm, SFOR 7 Task Force Eagle in Bosnia and Herzegovina, and Operation Iraqi Freedom III in Baghdad.
Public regulatory and adviser-directory sources identify Wyse as a registered financial advisor affiliated with WealthStar Advisors, LLC. I did not find reliable public evidence that he actively markets himself as an angel investor or that WealthStar is a venture fund.
Investment Thesis & Focus
- WealthStar describes its business as client-first wealth planning: the firm says it works with clients to “learn your goals and concerns, develop a comprehensive strategy for each, and help you implement and maintain” the actions needed for their financial life.
- The firm’s public profile emphasizes serving high-net-worth individuals, families, and businesses rather than startups seeking venture capital.
- Public Form ADV-derived sources list WealthStar’s advisory services as financial planning, portfolio management for individuals and small businesses, and selection of other advisers.
- Third-party Form ADV-derived summaries describe WealthStar as using asset-based, fixed-fee, and hourly fee models.
- I found no verified public startup investment thesis, preferred seed-stage sectors, or founder-selection criteria attributable to Wyse.
Notable Investments
- No verifiable private-company angel investments, startup portfolio companies, or seed-stage deals attributable to Erik Wyse were found in public sources reviewed.
- WealthStar Advisors’ public securities filings and adviser profiles relate to wealth-management portfolios and regulatory assets under management, not named venture investments by Wyse personally.
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