Waystone Advisors LLC

Overview

Waystone Advisors LLC is structured as a limited liability company and operates as an independent registered investment adviser. The firm is SEC registered (2023). Ownership is listed as individual, and the firm identifies itself as a capital allocator that serves both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating use of external managers alongside in-house advice. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee billing. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices