Wynstone Investment Advisors, LLC
RIAState 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
- Website
- wynstone.net
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds17%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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