CRD: 329895
Wealthstone Private Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-28-2024
- Office Locations
- 1
Office Locations
About Wealthstone Private Wealth Management, LLC
Wealthstone Private Wealth Management is a fee-only, fiduciary RIA providing comprehensive financial planning and investment management, including portfolio analysis, retirement and estate/tax planning, defined benefit plans, and concentrated stock strategies. It serves executives, business owners, medical professionals, retirees, affluent families, and young professionals. Client assets are held at Charles Schwab, and the firm publishes a weekly “Money Minutes” market recap plus a monthly client newsletter; alternative investments may be used for qualified investors.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ZAKRIAH GARDEZY
Chief Compliance Officer
- CRD
- #6737195
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,717,971 | $229,696 |
| Non-Discretionary | $0 | -- |
| Total | $45,717,971 | $229,696 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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