Wendy Louise Kretschmer

Employer firm

Star Wealth Advisors CRD 332344

$44.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → 10/2019
  Westpark Capital, Inc.
  Los Angeles, CA
• 08/2021 → 07/2024
  Westpark Capital Inc.
  Los Angeles, CA
• 06/2024 → Present
  Star Wealth Advisors
  Boca Raton, FL
• 11/2019 → 07/2021
  Unemployed
  Los Angeles, CA
• 05/2025 → Present
  American Investment Trust Services, Inc
  Los Angeles, CA

Other Businesses

1. Ring My Belle - Shareholder - non-investment related. Approx 10 hours per month. Approx 5 hours per month. 2. Accounting consultant - Investment related. Approx 10-20 Hours per month depending on number of clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-28
• S63 Uniform Securities Agent State Law Examination
  2012-12-31