Waystone Advisors LLC

Overview

Waystone Advisors LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator and manager-of-managers, offering selection of other advisers in addition to financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed fees. The adviser reports it is not an active ESG investor and is not identified as a multi-state adviser in its snapshot profile.

Assets & Accounts

Investments & Alternatives

Location & Offices