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| Waystone Advisors LLC
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| |
|---|---|
| CRD # | 328565 |
| SEC # | 801-129211 |
| CIK # | |
| AUM | $111.0 MM (2024-08-15) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 425-484-0045 |
| Address | 9210 218th Avenue NE Redmond, WA 98053 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 49.6 |
| (b) Individuals (high net worth individuals) | 23 | 61.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 538 | 111.0 |
| By Discretionary | ||
| Discretionary | 538 | 111.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 538 | 111.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.0 | |
| Total | 538 | 111.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
White Sand Wealth Management LLC
✚
|
MO | 0.1 |
|
Arnold Financial Planning LLC
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|
IA | 0.1 |
|
Clarity Financial Planners LLC
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MO | 0.1 |
|
QSV Equity Investors LLC
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IL | 0.1 |
|
Bespoke Advisory LLC
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|
CO | 0.1 |
|
Planvest Financial Inc
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|
MD | 0.1 |
|
Ahara Advisors LLC
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|
NJ | 0.1 |
|
6th Street Advisors LLC
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|
AL | 0.1 |
|
Magnolia Private Wealth LLC
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|
PA | 0.1 |
|
Broad Reach Capital LLC
✚
|
NC | 0.1 |