HTTP://WWW.WEALTHSTONEARMADA.COM COLUMBUS, OH Investment Advisor How do I update this listing?

Wealthstone is based out of Columbus. Wealthstone is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $754,756,981 (Form ADV from 2018-09-01). Their last reported 13F filing for Q4 2019 included $169,120,000 in managed 13F securities and a top 10 holdings concentration of 88.08%. Wealthstone's largest holding is iShares Core S&P 500 UCITS ETF with shares held of 108,313. Whalewisdom has at least 4 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $169.12 Million
  • Prior Market Value $188.227 Million
  • New Purchases2 stocks
  • Additional Purchases10 stocks
  • Sold out of15 stocks
  • Reduced holdings in16 stocks
  • Top 10 Holdings % 88.08 %
  • Turnover % [1]:48.57%
  • Turnover Alt % [2]: 18.30 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:1.29 quarters

[1]: 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.

[2]: 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.94%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COLUMBUS OH    43220
Country: United States

Business Phone: 614-267-2600
Fax: 614-267-2700
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OH
Number of employees: 24
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 343,501,000
Total Number of Clients: 300
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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