Artstone Private Wealth

Overview

Artstone Private Wealth is a small, independent RIA that manages concentrated private-client relationships with an equity-first approach. The firm identifies as a capital allocator and focuses on financial planning and portfolio management for individuals and families, with additional services that include selecting outside advisors and running client education sessions. Fee arrangements are flexible: the firm charges a mix of percentage-of-AUM, hourly, subscription and fixed fees, which suggests it services both wealth-management relationships and project-based planning work. Investment activity centers on public markets, with a strong preference for exchange-traded equities as the primary vehicle for client exposure. While the firm describes itself as a capital allocator, available information points to that allocation being directed mainly into liquid equity instruments and mutual funds rather than broad third‑party alternative strategies. The adviser is not active as an ESG investor and operates from a single state (not multistate registered), signaling a geographically concentrated client base and compliance footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices