← Back to search
TRUSTSTONE WEALTH PARTNERS, LLC
CRD 330217
101 GLEN LENNOX DRIVE, UNIT 300, CHAPEL HILL, NC, 27517, United States
Phone
980-254-7804
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$12.3M
Discretionary AUM
$12.3M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.4M |
| High net worth individuals | 6 | $7.9M |
Official SEC filing: View on IAPD