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Building 2WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone480-973-3560
NotebookSEC #801-129681
Total AUM
$19.5M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7014 E CAMELBACK RD.
SUITE B100A
SCOTTSDALE
AZ 85251
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
480-973-3560

ReceiptFinancials

Total AUM
$19.5M
Accounts
85
Discretionary
$19.5M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$781K
HNW Individual Clients
25
AUM
$18.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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