Wealthstone Private Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Wealthstone Private Wealth Management LLC ✚
CRD #	329895
SEC #	801-129681
CIK #
AUM
Employees	1 (100% Investors, 0% Brokers)
Phone	480-973-3560
Address	7014 E Camelback Rd Scottsdale, AZ 85251
Source	[IAPD] [Website] [LinkedIn] [Instagram]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	8	0.8
(b) Individuals (high net worth individuals)	25	18.7
(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	0	0.0
(h) Charitable organizations	0	0.0
(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	85	19.5
By Discretionary
Discretionary	85	19.5
Non-Discretionary	0	0.0
Total	85	19.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		19.5
Total	85	19.5

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