Whitestone Wealth Advisors, LLC

Overview

Whitestone Wealth Advisors, LLC is a privately held limited liability company that focuses on serving individual and family clients. The firm acts as a capital allocator and provides portfolio management for individuals and small businesses, and it also selects third-party advisers on clients’ behalf. Whitestone operates an insurance brokerage alongside its advisory services and charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices