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WAYSTONE ADVISORS LLC
CRD 328565 · SEC 801-129211
AZ, United States
Phone
(425) 484-0045
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.3M
Discretionary AUM
$179.3M
Team
14 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $55.7M |
| High net worth individuals | 45 | $123.2M |
| Charitable organizations | 3 | $397K |
States served
AZ, CA, ID, LA, NJ, NY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD