|
⚲
|
| Waystone Advisors LLC
✚
|
|
|---|---|
| CRD # | 328565 |
| SEC # | 801-129211 |
| CIK # | 0002055997 |
| AUM | $136.1 M (2025-05-05) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 425-484-0045 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Apple Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Broadcom Inc | 0.4 | ||
| Amazon Com Inc | 0.4 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 53.3 |
| (b) Individuals (high net worth individuals) | 32 | 82.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 136.1 |
| By Discretionary | ||
| Discretionary | 582 | 136.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 136.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.1 | |
| Total | 582 | 136.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002055997] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Murphy & Mullick Capital Management Corp
✚
|
NY | 0.1 |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.1 |
|
Williams Garth Alan
✚
|
0.1 | |
|
PCG Asset Management LLC
✚
|
NJ | 0.1 |
|
Williams Capital Management Company
✚
|
IL | 0.1 |
|
Schneider Meredith Hall
✚
|
0.1 | |
|
Income & Asset Advisory Inc
✚
|
NY | 0.1 |
|
Cedrus Wealth Group LLC
✚
|
MN | 0.1 |
|
Richey Advisors Inc
✚
|
CA | 0.1 |