Overview
Assets Under Management: $173 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
WAYSTONE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328565), WAYSTONE ADVISORS LLC is subject to fiduciary duty under federal law.
WAYSTONE ADVISORS LLC serves 41 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, WAYSTONE ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WAYSTONE ADVISORS LLC manages $173 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, WAYSTONE ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 695
Discretionary Accounts: 695
Regulatory Filings
CRD Number: 328565
Filing ID: 2027465
Last Filing Date: 2025-11-18 15:32:49
Website: 2