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

Clients

251

Accounts

1,037

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 12, 2021
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ARMSTRONG, DIANE, ELIZABETH	I	DIRECTOR FINANCIAL PLANNING	NA	Control
ARMSTRONG, DIANE, ELIZABETH	I	DIRECTOR FINANCIAL PLANNING	NA	Control
ARMSTRONG, DIANE, ELIZABETH	I	DIRECTOR FINANCIAL PLANNING	NA	Control
ARMSTRONG, DIANE, ELIZABETH	I	DIRECTOR FINANCIAL PLANNING	NA	Control
ARMSTRONG, DIANE, ELIZABETH	I	DIRECTOR FINANCIAL PLANNING	NA	Control
ARMSTRONG, DIANE, ELIZABETH	I	DIRECTOR FINANCIAL PLANNING	NA	Control
COOK, NORMAN, GARY	I	PRESIDENT AND CEO	NA	Control
HENDERLY, WILLIAM	I	DIRECTOR	NA	Control
HENDERLY, WILLIAM	I	DIRECTOR	NA	Control
KLINGELHOFER, PETER, ELLIOTT	I	CHIEF INVESTMENT OFFICER	NA	Control
KLINGELHOFER, PETER, ELLIOTT	I	CHIEF INVESTMENT OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
SOUTHWICK, GLENN, DAVID	I	CHIEF COMPLIANCE OFFICER	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
WYLAND, JAMES, HOWARD	I	CHAIRMAN	NA	Control
YOUNG, ROBERT, JEFFREY	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
YOUNG, ROBERT, JEFFREY	I	CHIEF ADMINISTRATIVE OFFICER	NA	Control
ZHANG, JACK, P	I	DIRECTOR OF RESEARCH & RISK MANAGEMENT	NA	Control
ZHANG, JACK, P	I	DIRECTOR OF RESEARCH & RISK MANAGEMENT	NA	Control
ZHANG, JACK, P	I	DIRECTOR OF RESEARCH & RISK MANAGEMENT	NA	Control
ZHANG, JACK, P	I	DIRECTOR OF RESEARCH & RISK MANAGEMENT	NA	Control
ZHANG, JACK, P	I	DIRECTOR OF RESEARCH & RISK MANAGEMENT	NA	Control
ZHANG, JACK, P	I	CHIEF INVESTMENT OFFICER	NA	Control
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E	Control
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WEALTHSTONE HOLDINGS, INC.	DE	MEMBER	E
WYLAND, JAMES, HOWARD	I	PRESIDENT	E	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT AND WEALTH ADVISER	E	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	D	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	D	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	D	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	D	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	D	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	D	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	VICE PRESIDENT	C	Control
WYLAND, JAMES, HOWARD	I	PRESIDENT	C	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER AND SECRETARY	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER AND SECRETARY	B	Control
BREEN, PAUL, JOSEPH	I	TREASURER AND SECRETARY	B	Control
COOK, NORMAN, GARY	I	PRESIDENT, CEO, & CIO	B	Control
COOK, NORMAN, GARY	I	PRESIDENT, CEO	B	Control
COOK, NORMAN, GARY	I	PRESIDENT, CEO	B	Control
COOK, NORMAN, GARY	I	PRESIDENT, CEO	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	VICE PRESIDENT	B	Control
GOMEZ, JEFFREY, RICHARD	I	OWNER	B
GRABOVAC, GREG, ROBERT	I	OWNER	B	Control
GRABOVAC, GREG, ROBERT	I	OWNER	B	Control
GRABOVAC, GREG, ROBERT	I	OWNER	B	Control
GRABOVAC, GREG, ROBERT	I	OWNER	B	Control
GRABOVAC, GREG, ROBERT	I	OWNER	B
SHEFFIELD, DOUGLAS, MCDONALD	I	CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	VICE PRESIDENT	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	VICE PRESIDENT	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	VICE PRESIDENT	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	VICE PRESIDENT	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
SHEFFIELD, DOUGLAS, MCDONALD	I	OWNER	B
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	DIRECTOR	B	Control
SMITH, GREGORY, ALAN	I	DIRECTOR	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
SMITH, GREGORY, ALAN	I	VICE PRESIDENT	B	Control
COOK, NORMAN, GARY	I	PRESIDENT AND CEO	A	Control
COOK, NORMAN, GARY	I	PRESIDENT AND CEO	A	Control
COOK, NORMAN, GARY	I	PRESIDENT, CEO, & CIO	A	Control
COOK, NORMAN, GARY	I	PRESIDENT AND CEO	A	Control
COOK, NORMAN, GARY	I	PRESIDENT, CEO, & CIO	A	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	A	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	A	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	A	Control
STERTZER, BRIAN, RICHARD	I	DIRECTOR, INVESTMENTS	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control
WYLAND, JAMES, HOWARD	I	WEALTHSTONE HOLDINGS, INC.	E	Control

Registrations

Federal

Feb 12, 2021 REGISTERED

Notice Filings (17)

CA FL GA IN KS LA MD MI NC NE NY OH PA SC TN TX VA

Address

5000 HORIZONS DR
COLUMBUS, OH 43220
United States

Phone: 614-267-2600