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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Pioneer timberFusion momentum +more
- Established Date
- 10-02-2019
- Office Locations
- 1
Office Locations
About Archstone Wealth Advisors, LLC
Archstone Wealth Advisors is an independent, fee-only RIA in Chandler, AZ providing holistic financial planning and tax-aware wealth management across retirement, investment management, insurance/risk, and estate planning. Serves retirees, families, and high-income professionals, using evidence-based portfolio construction focused on reducing fees and taxes. Operates on a flat-fee, no-commission fiduciary model; client portal includes SEI Private Trust and RightCapital.
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Owner & Executives
CORTNEY RYAN GILES
Chief Compliance Officer
- CRD
- #4854144
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,149,484 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,149,484 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,149,484
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,143,483,308 | 29.8% |
| Cash | $920,690,817 | 12.8% |
| Equity - Exchange | $4,128,722,881 | 57.4% |
| Total | $7,192,897,006 | 100.0% |