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ARCHSTONE WEALTH ADVISORS, LLC
CRD 299238
2390 N ALMA SCHOOL RD., SUITE 115, CHANDLER, AZ, 85224, United States
Phone
480 605-1999
Fax
480-865-2663
Registration
— (—)
Source
State registered
Total AUM
$12.1M
Discretionary AUM
$12.1M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $6.9M |
| High net worth individuals | 3 | $5.3M |
All web addresses on file
- https://www.feeonlynetwork.com/financial-advisor/cortney-giles/
- http://archstonewealth.com
- https://www.cortneygiles.com/
- HTTPS://WWW.TWITTER.COM/ARCHSTONEWEALTH
- HTTPS://WWW.FACEBOOK.COM/ARCHSTONEWEALTH
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ARCHSTONE-WEALTH-ADVISORS
- https://www.facebook.com/cortgiles
- https://www.linkedin.com/in/cortgiles/
- https://twitter.com/cortneyrgiles
- https://community.acplanners.org/network/members/profile?UserKey=df1fdeb3-cfd4-46fc-b6cc-48011dc7d0f5
Official SEC filing: View on IAPD