Wynstone Investment Advisors, LLC

RIASEC Registered
Total AUM
$28.5M
Discretionary
$26.9M
95% of AUM
Avg account
$1.1M
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
164092
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wynstone Investment Advisors, LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management services for individuals and small businesses and charges fees based on a percentage of assets under management. Wynstone reports it is not an active ESG investor, does not act as a pension consultant, and does not operate as a capital allocator; it is structured as a limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Investment Grade Corp Bonds 17%, Cash & Cash Equivalents 5%, US Government Bonds 3%75%
  • Exchange Traded Equities75%
  • Investment Grade Corp Bonds17%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%

Contacts

1 of 1
  • Keith Schoepke

    PresidentCRD 1967197

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth