Whitestone Wealth Advisors, LLC
Firm details
- Headquarters
- Rowlett, Texas
- CRD number
- 299381
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals85.68%
- HNWI14.32%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Whitestone Wealth Advisors, LLC is a privately held limited liability company that focuses on serving individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it also selects third-party advisers on clients’ behalf. Whitestone operates an insurance brokerage alongside its advisory services and charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities30%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1Janet MacInnis
Chief Compliance OfficerCRD 8285453
Contacts
1 of 1
Brian Megenity
CCOCRD 2889637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rowlett, TX
Dallas
Location
Rowlett, TX
Headquartered in Rowlett, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 4702 Rowlett Rd
- Time zone
- CT (UTC-6)
- Office locations
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