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Azmi Sharif

Fourstar Wealth Advisors, LLC
10 Years of Experience
Oakbrook, IL
4 Disclosures
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Azmi Sharif is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Oakbrook, IL, with 10 years of industry experience. Azmi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,798 clients with $1.4B in assets under management.

Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

FourStar Wealth Advisors charges an annual fee based on the value of the portfolio under management. This fee can be structured as a graduated scale, a flat fee program, or a combination based on client needs and complexity. Alternatively, fees may be charged on an hourly basis ranging from $200 to $500 per hour, or on a project basis. Fees are billed quarterly in advance. FourStar does not impose a stated minimum account size or minimum fee for investment management.

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Location

1000 Jorie Blvd, Suite 280, Oakbrook, IL, 60523

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2025
Final
Regulatory
June 2024
Final
Employment Separation After Allegations
December 2022
Customer Dispute
July 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Azmi operates two businesses: The Other Side of Medicine (since 2018) and Sharif Wealth Strategies (since 2021). Sharif Wealth Strategies is a DBA for FourStar Wealth Advisors LLC and takes about a quarter of Azmi's time, with 2 hours during market hours.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Kcd Financial, INC.Broker
May 2025 - December 2025 · 7 mos
Kcd Financial, INC.Broker
September 2023 - July 2024 · 10 mos
Nobles & Richards, INC.Broker
July 2023 - August 2023 · 1 mo
Fourstar Wealth Advisors, LLC
January 2023 - January 2023 · 0 mos
LPL Financial LLC
July 2018 - January 2023 · 4 yrs 6 mos
LPL Financial LLCBroker
July 2018 - January 2023 · 4 yrs 6 mos
Woodbury Financial Services, INC.
August 2016 - July 2018 · 1 yr 11 mos
Woodbury Financial Services, INC.Broker
July 2016 - July 2018 · 2 yrs
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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