ARCHSTONE WEALTH ADVISORS, LLC

Overview

Archstone Wealth Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients. The firm functions as a capital allocator: its advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers, which points to frequent use of third‑party managers and model portfolios rather than building every exposure in‑house. Fee arrangements are flexible—percentage of AUM, hourly fees, fixed fees and other structures are used depending on client needs. Archstone does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm’s asset mix is heavily weighted to public funds and mutual funds, which suggests a core strategy built around pooled, liquid vehicles supplemented by manager allocations. Given the small scale of the asset base and the advisory emphasis on selecting outside managers, Archstone appears to emphasize curated portfolio construction and manager selection over direct security selection or large in‑house trading operations.

Assets & Accounts

Investments & Alternatives

Location & Offices