RIA Intel›Advisers›Texas›WHITESTONE WEALTH ADVISORS, LLC

WHITESTONE WEALTH ADVISORS, LLC

Advisory

ROWLETT, TX

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in TX
#2,170
of 2,813 advisers by AUM
Average account
$164K
across 115 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM
$19M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

PRO:ACT CAPITAL MANAGEMENT LLC
$19M
BATES TOTAL ASSET MANAGEMENT, INC.
KERRVILLE, TX
$19M
-5.8% 1Y
THE GORMLY COMPANY
FLOWER MOUND, TX
$19M
0.0% 1Y
BRUNGER FINANCIAL LLC
$19M
VERSAI WEALTH MANAGEMENT LLC
$19M
WINTEN INVESTMENT PARTNERS, LLC
$19M

Get the full picture on WHITESTONE WEALTH ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WHITESTONE WEALTH ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans