WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC

Overview

Wealthstone Private Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm is SEC-registered as of 2024 and charges both percentage-of-AUM and fixed fees. Its advisory work focuses on financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm does not position itself as an ESG investor and reports that it is not a multi-state adviser. Investment posture is equity-biased: the firm’s reported preference is equities and roughly half of its assets sit in exchange-traded equity instruments. Wealthstone uses separately managed accounts and exchange-listed vehicles as core building blocks of client portfolios while supplementing those with pooled products where appropriate. The firm also allocates to a range of third-party alternative fund managers for qualified clients.

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Location & Offices