A complete list of active advisors currently associated with Artstone Private Wealth

Warmer can help you find a great advisor at Artstone Private Wealth or one who fits your needs even better.

Artstone Private Wealth is a fee‑only registered investment adviser that primarily serves individual and high‑net‑worth clients, offering investment management and financial planning across ongoing and project‑based engagements and group educational seminars. The firm provides continuous portfolio supervision and advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, with clients able to grant discretionary trading authority. The firm’s investment process combines modern portfolio theory and fundamental analysis, using a blend of passive and active strategies and client‑specific asset allocation targets tied to goals, risk tolerance and tax considerations. Artstone may subscribe client accounts to model portfolios through Altruist’s Model Marketplace and, when appropriate, engage third‑party Outside Managers while conducting periodic reviews and an annual full plan review. Compared with many solo independent advisers, the brochure emphasizes recently added project‑based consulting, a formal ongoing service calendar that includes recurring equity‑compensation reviews, and business‑planning and employee‑benefit optimization—services that align with needs of corporate, pension, municipal, charitable and other institutional clients. The firm also discloses an outside business activity involving publication on equity compensation and offers public and organizational educational seminars, features that are less common among peers of its size.

To learn more about the advisors currently working at Artstone Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Allgaier	Lehi, UT	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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