CRD: 299381
Whitestone Wealth Advisors, LLC
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- Custodian
- Fidelity/NFS · Folio Investments · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2018
- Office Locations
- 2
Office Locations
About Whitestone Wealth Advisors, LLC
WhiteStone Wealth Advisors is a Texas-registered RIA providing investment advisory, asset management, and financial planning through a consultative, education-first discovery process. The firm emphasizes conservative portfolio construction grounded in financial and mathematical fundamentals and integrates Biblical standards and ethics into its advice. Public filings indicate ETF-based SMA implementation and Fidelity/NFS custody.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gregg MacInnis
President
- CRD
- --
- Ownership
- Less than 5%
BRIAN MCDONALD MEGENITY
Chief Compliance Officer
- CRD
- #2889637
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Janet Lee MacInnis
--
- CRD
- #8285453
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,844,383 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,844,383 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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