Whitestone Wealth Advisors, LLC

Overview

Whitestone Wealth Advisors, LLC is an independent, privately owned advisory firm organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and performs discretionary portfolio management for individuals and small businesses. It also fills a capital allocator role by selecting outside managers on clients’ behalf. Commercial activity includes insurance brokerage, and the firm’s filings indicate it does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices