Unclaimed Profile

Peter Elliott Klingelhofer

WEALTHSTONE FAMILY OFFICE LLC·COLUMBUS, Ohio

SIE, Series 3, Series 7, Series 63CFAClean record6 years registeredWEALTHSTONE FAMILY OFFICE LLC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 6434878Firm CRD# 110725

Profile Verification

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

Identity

Peter Elliott Klingelhofer · COLUMBUS, OH

Registration

CRD #6434878 · WEALTHSTONE FAMILY OFFICE LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSTONE FAMILY OFFICE LLC

HAMILTON CAPITAL

Feb 2021 – Aug 2024

COLUMBUS, OH

WEALTHSTONE ADVISORS

Apr 2020 – Jan 2021

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Registration record

First registered · April 1, 2020

Years registered · 6

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBUS?

Browse all registered financial advisors in COLUMBUS, Ohio or claim this profile if it's yours.

Browse COLUMBUS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Elliott Klingelhofer offer?

Peter Elliott Klingelhofer specializes in Financial Planning, Investment Management.

What are Peter Elliott Klingelhofer's credentials?

Peter Elliott Klingelhofer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Elliott Klingelhofer located?

Peter Elliott Klingelhofer is based in COLUMBUS, Ohio, last registered with WEALTHSTONE FAMILY OFFICE LLC.

How does Peter Elliott Klingelhofer charge for services?

Peter Elliott Klingelhofer'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →