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WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
CRD 329895 · SEC 801-129681
7014 E CAMELBACK RD., SUITE B100A, SCOTTSDALE, AZ, 85251, United States
Phone
480-973-3560
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.7M
Discretionary AUM
$45.7M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.0M |
| High net worth individuals | 13 | $41.7M |
All web addresses on file
- https://www.facebook.com/share/qgfLGmPpxPzg3m9A/?mibextid=LQQJ4d
- HTTPS://X.COM/WEALTHSTONEPWM?s=21
- HTTPS://YOUTUBE.COM/@WEALTHSTONEPWM?si=zzy78ut_UUYnxOce
- https://www.linkedin.com/in/zak-gardezy
- https://www.linkedin.com/company/wealthstone-private-wealth-management/
- HTTPS://WWW.WEALTHSTONEPWM.COM
- HTTPS://WWW.INSTAGRAM.COM/WEALTHSTONEPWM?IGSH=MTlzNGJkZDc2bmNkZQ==
Official SEC filing: View on IAPD