Whitestone Wealth Advisors, LLC

Overview

Whitestone Wealth Advisors, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines portfolio management for individuals and small businesses with selection of other advisers. It also operates as an insurance broker, indicating a hybrid advisory/insurance distribution model. Whitestone identifies itself as a capital allocator, meaning it outsources some investment exposure to third‑party managers rather than exclusively managing all strategies in‑house. The firm does not report active ESG investing and is not positioned as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices