RIA Intel›Advisers›Ohio›WEALTHSTONE FAMILY OFFICE LLC

WEALTHSTONE FAMILY OFFICE LLC

Advisory

N·COLUMBUS, OH

Data as of Feb 12, 2021 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+46.0%

3-Year CAGR

+27.7%

Employees

11

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.3B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees11

Investment Advisers19

Employee Growth (1Y)—

Filing History

Total Filings on Record26

First FilingDec 15, 2008

Latest FilingFeb 12, 2021

🔒 Full AUM trend chart and 26 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTHSTONE FAMILY OFFICE LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.