Investment adviser · CRD 110725
WEALTHSTONE ADVISORS
Investment adviser filing (IA)
WEALTHSTONE FAMILY OFFICE LLC
COLUMBUS, OH, United States · Form ADV filed Feb 12, 2021
- Regulatory AUM
- $1.29B Form ADV · Item 5.F
- Client accounts
- 1,037 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 126 | $1,035,720,134 | 80.6% |
| Retirement plans | Fewer than 5 | $99,009,915 | 7.7% |
| Corporations & businesses | 24 | $87,358,720 | 6.8% |
| Individuals | 178 | $61,686,146 | 4.8% |
| Charities | Fewer than 5 | $1,530,564 | 0.1% |
Filing source
Form ADV 1481653 · Feb 12, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 12, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5000 HORIZONS DRCOLUMBUS, OH, 43220, United States
CRD 110725
Filing source
Form ADV 1481653 · Feb 12, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.