WEALTHSTONE, INC.

HTTP://WWW.WEALTHSTONEARMADA.COM COLUMBUS, OH Investment Advisor How do I update this listing?

Wealthstone is based out of Columbus. Wealthstone is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $754,756,981 (Form ADV from 2018-09-01). Their last reported 13F filing for Q1 2019 included $2,781,000 in managed 13F securities and a top 10 holdings concentration of 86.41%. Wealthstone's largest holding is Comcast Corp. Class A with shares held of 18,554. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.85%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WEALTHSTONE INC
5000 HORIZONS DR
COLUMBUS OH    43220
Country: United States

Business Phone: 614-267-2600
Fax: 614-267-2700
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 24
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 343,501,000
Total Number of Clients: 300
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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