Truststone Wealth Partners, LLC

Overview

Truststone Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that positions itself as a fee-based wealth manager for individuals and families. The firm acts as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Core advisory services listed on the firm’s filings are financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm reports an industry affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices