Unclaimed Profile

James Howard Wyland

WEALTHSTONE FAMILY OFFICE LLC·COLUMBUS, Ohio

SIE, Series 1, Series 63ChFC26 years registeredWEALTHSTONE FAMILY OFFICE LLC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 473655Firm CRD# 110725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Howard Wyland · COLUMBUS, OH

Registration

CRD #473655 · WEALTHSTONE FAMILY OFFICE LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSTONE FAMILY OFFICE LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

Jul 2021 – Nov 2023

Columbus, OH

PPC PORTFOLIO CONSULTANTS, INC.

Nov 1999 – Dec 2008

COLUMBUS, OH

WEALTHSTONE ADVISORS

Nov 1999 – Dec 2021

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 63

Registration record

First registered · November 22, 1999

Years registered · 26

Professional designation · ChFC

Disclosure History

2023Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does James Howard Wyland offer?

James Howard Wyland specializes in Financial Planning, Investment Management.

What are James Howard Wyland's credentials?

James Howard Wyland holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Howard Wyland located?

James Howard Wyland is based in COLUMBUS, Ohio, last registered with WEALTHSTONE FAMILY OFFICE LLC.

How does James Howard Wyland charge for services?

James Howard Wyland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHSTONE FAMILY OFFICE LLC?

WEALTHSTONE FAMILY OFFICE LLC has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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