Wealthstone Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealthstone Private Wealth Management advises individuals, high-net-worth clients, trusts, corporations and employer-sponsored retirement plans. Its services include full‑service portfolio management with integrated financial planning and use of third‑party sub‑advisors, standalone financial planning, retirement plan consulting, and a subscription-based AdvisorConnect offering for ongoing counsel.
The firm’s investment process combines fundamental, technical, quantitative and sector analysis and employs asset‑allocation across individual equities, fixed income, ETFs, mutual funds, options and alternative investments. Portfolios are monitored and rebalanced regularly, with explicit duration constraints for fixed‑income positioning, and the firm conducts initial and ongoing due diligence on third‑party money managers used to implement client mandates.
What is distinctive about the firm compared with many independent advisers is its active role with institutional retirement plans — including advisory support on investment policy statements, participant education and acknowledging ERISA fiduciary responsibilities — alongside retail services. It also offers a monthly subscription service targeted to young professionals/DIY investors and manages a boutique asset base (approximately $45.7 million across roughly two dozen client relationships) while permitting strategies such as uncovered options and short sales that are less common at similarly sized firms.
Client services
Expertise
Demographic focus
Fee options
Financial planning services charged at $400 per hour.
AdvisorConnect monthly subscription fee up to $299 per month.
Fee-only: Financial planning charged hourly at $400/hour, with retainer not exceeding $500 if services cannot be rendered within 6 months.
Main office
7014 E Camelback Rd., Suite B100 A
Scottsdale AZ 85251
Advisors at this office
1
Most active in
Arizona · California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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