Wealthstone is based out of Columbus. Wealthstone is a large advisory firm with 304 clients and discretionary assets under management (AUM) of $880,552,162 (Form ADV from 2019-06-01). Their last reported 13F filing for Q2 2020 included $209,685,575 in managed 13F securities and a top 10 holdings concentration of 60.19%. Wealthstone's largest holding is iShares National Muni Bond ETF with shares held of 269,781. Whalewisdom has at least 6 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for WEALTHSTONE, INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||21.45%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||15|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:||323,092,000|
|Total Number of Clients:||304|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|