WEALTHSTONE FAMILY OFFICE LLC

WEALTHSTONE ADVISORS
COLUMBUS, Ohio·9 registered advisors·CRD# 110725
SEC# 801-207811614-267-2600
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHSTONE FAMILY OFFICE LLC

9 registered advisors
Brian Richard Stertzer
COLUMBUS, Ohio
Diane Elizabeth Armstrong
COLUMBUS, Ohio
Douglas Mcdonald Sheffield
COLUMBUS, Ohio
Gregory Alan Smith
COLUMBUS, Ohio
Jack P Zhang
COLUMBUS, Ohio
James Howard Wyland
COLUMBUS, Ohio
ChFC
Norman Gary Cook
COLUMBUS, Ohio
Paul Joseph Breen
COLUMBUS, Ohio
PFS
Peter Elliott Klingelhofer
COLUMBUS, Ohio
CFA
05

Office Locations

COLUMBUS, Ohio
9 advisors

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Data sourced from SEC Form ADV filings. WEALTHSTONE FAMILY OFFICE LLC (CRD# 110725) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.