WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
CRD #329895 SEC #801-129681 SCOTTSDALE, AZ 480-973-3560
SEC Registered
Total AUM
$19.5M
Discretionary
$19.5M
Employees
1
Clients
0
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $19.5M | $19.5M | $0 | 1 | 0 |
| Jul 2024 | $19.5M | $19.5M | $0 | 1 | 0 |
| Jul 2024 | $19.5M | $19.5M | $0 | 1 | 0 |
| Jun 2024 | $19.5M | $19.5M | $0 | 1 | 0 |
| May 2024 | $0 | $0 | $0 | 1 | 0 |
| Apr 2024 | $0 | $0 | $0 | 1 | 0 |
| Mar 2024 | $0 | $0 | $0 | 1 | 0 |
| Mar 2024 | $0 | $0 | $0 | 1 | 0 |
| Feb 2024 | $0 | $0 | $0 | 1 | 0 |
DateJul 2024
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2024
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0