WEALTHSTONE FAMILY OFFICE LLC
Legal name: WEALTHSTONE ADVISORS
CRD #110725 SEC #801-20781 COLUMBUS, OH 614-267-2600
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
19
Clients
251
Accounts
1,037
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $1.3B | $1.3B | $0 | 19 | 30 |
| Jun 2020 | $880.6M | $880.6M | $0 | 15 | 3 |
| Apr 2020 | $880.6M | $880.6M | $0 | 15 | 3 |
| Mar 2020 | $880.6M | $880.6M | $0 | 15 | 3 |
| Oct 2019 | $754.8M | $754.8M | $0 | 24 | 10 |
| Aug 2019 | $754.8M | $754.8M | $0 | 24 | 10 |
| May 2019 | $754.8M | $754.8M | $0 | 24 | 10 |
| Feb 2019 | $754.8M | $754.8M | $0 | 24 | 10 |
| Jan 2019 | $754.8M | $754.8M | $0 | 24 | 10 |
| Aug 2018 | $635.1M | $635.1M | $0 | 20 | 10 |
| Mar 2018 | $635.1M | $635.1M | $0 | 20 | 10 |
| Mar 2017 | $536.4M | $536.4M | $0 | 20 | 300 |
| Mar 2016 | $592M | $592M | $0 | 23 | 300 |
| Mar 2015 | $614.6M | $614.6M | $0 | 17 | 400 |
| Mar 2014 | $601.2M | $563.4M | $37.7M | 17 | 300 |
| Feb 2014 | $601.2M | $563.4M | $37.7M | 17 | 300 |
| May 2013 | $466.2M | $466.2M | $0 | 17 | 300 |
| Mar 2013 | $466.2M | $466.2M | $0 | 17 | 300 |
| Oct 2012 | $453.5M | $453.5M | $0 | 15 | 300 |
| Apr 2012 | $453.5M | $453.5M | $0 | 11 | 300 |
| Mar 2012 | $453.5M | $453.5M | $0 | 11 | 300 |
| May 2011 | $448.6M | $448.6M | $0 | -- | -- |
| Apr 2010 | $351.9M | $345M | $6.9M | -- | -- |
| Oct 2009 | $261.3M | $246.1M | $15.2M | -- | -- |
| Apr 2009 | $261.3M | $246.1M | $15.2M | -- | -- |
DateFeb 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees19
Clients30
DateJun 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees15
Clients3
DateApr 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees15
Clients3
DateMar 2020
Total AUM$880.6M
Discretionary$880.6M
Non-Disc.$0
Employees15
Clients3
DateOct 2019
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees24
Clients10
DateAug 2019
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees24
Clients10
DateMay 2019
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees24
Clients10
DateFeb 2019
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees24
Clients10
DateJan 2019
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees24
Clients10
DateAug 2018
Total AUM$635.1M
Discretionary$635.1M
Non-Disc.$0
Employees20
Clients10
DateMar 2018
Total AUM$635.1M
Discretionary$635.1M
Non-Disc.$0
Employees20
Clients10
DateMar 2017
Total AUM$536.4M
Discretionary$536.4M
Non-Disc.$0
Employees20
Clients300
DateMar 2016
Total AUM$592M
Discretionary$592M
Non-Disc.$0
Employees23
Clients300
DateMar 2015
Total AUM$614.6M
Discretionary$614.6M
Non-Disc.$0
Employees17
Clients400
DateMar 2014
Total AUM$601.2M
Discretionary$563.4M
Non-Disc.$37.7M
Employees17
Clients300
DateFeb 2014
Total AUM$601.2M
Discretionary$563.4M
Non-Disc.$37.7M
Employees17
Clients300
DateMay 2013
Total AUM$466.2M
Discretionary$466.2M
Non-Disc.$0
Employees17
Clients300
DateMar 2013
Total AUM$466.2M
Discretionary$466.2M
Non-Disc.$0
Employees17
Clients300
DateOct 2012
Total AUM$453.5M
Discretionary$453.5M
Non-Disc.$0
Employees15
Clients300
DateApr 2012
Total AUM$453.5M
Discretionary$453.5M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$453.5M
Discretionary$453.5M
Non-Disc.$0
Employees11
Clients300
DateMay 2011
Total AUM$448.6M
Discretionary$448.6M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$351.9M
Discretionary$345M
Non-Disc.$6.9M
Employees--
Clients--
DateOct 2009
Total AUM$261.3M
Discretionary$246.1M
Non-Disc.$15.2M
Employees--
Clients--
DateApr 2009
Total AUM$261.3M
Discretionary$246.1M
Non-Disc.$15.2M
Employees--
Clients--