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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREWS, EMILY, JACQUELINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDEZY, ZAKRIAH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| WEALTHSTONE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GARDEZY, ZAKRIAH | I | WEALTHSTONE HOLDINGS LLC | E | Control |
| GARDEZY, ZAKRIAH | I | WEALTHSTONE HOLDINGS LLC | E | Control |
| GARDEZY, ZAKRIAH | I | WEALTHSTONE HOLDINGS LLC | E | Control |
| GARDEZY, ZAKRIAH | I | WEALTHSTONE HOLDINGS LLC | E | Control |
| GARDEZY, ZAKRIAH | I | WEALTHSTONE HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Jul 11, 2024 REGISTERED
Notice Filings (2)
AR AZ
Address
7014 E CAMELBACK RD.SUITE B100A
SCOTTSDALE, AZ 85251
United States
Phone: 480-973-3560