Wealthstone Family Office LLC
- Assets, Funds, Holdings
| Wealthstone Family Office LLC
|
| CRD # | 110725 |
| SEC # | 801-20781 |
| CIK # | |
| AUM |
|
| Employees |
19 (58% Investors, 11% Brokers)
|
| Phone | 614-267-2600 |
| Address | 5000 Horizons Dr
Columbus, OH 43220 |
| Source |
[IAPD]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
178
|
61.7 |
| (b) Individuals (high net worth individuals) |
126
|
1,035.7 |
| (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 |
1 |
99.0 |
| (h) Charitable organizations |
1 |
1.5 |
| (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 |
24 |
87.4 |
| (n) Other |
0 |
0.0 |
| Total |
1,037 |
1,285.3 |
| By Discretionary |
| Discretionary |
1,037 |
1,285.3 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,037 |
1,285.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
151.0 |
| United States Persons |
|
1,134.3 |
| Total |
1,037 |
1,285.3 |
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