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$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2024
- Office Locations
- 1
Office Locations
101 Glen Lennox Drive, Unit 300 Chapel Hill NC
About Truststone Wealth Partners, LLC
Truststone Wealth Partners, LLC is a Chapel Hill-based RIA. The firm has been operating for 2 years. Managing $12.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
31 AVG AGE
$6.2M AVG AUM / ADVISOR
$683.4K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
JOHN THOMAS STILLEY
Chief Compliance Officer
- CRD
- #7076810
- Ownership
- Less than 5%
Available
Available
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Joshua Stilley
CHIEF OPERATING OFFICER
- CRD
- #6988063
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,300,898 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,300,898 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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