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 2020-06-15). Their last reported 13F filing for Q4 2020 included $281,848,000 in managed 13F securities and a top 10 holdings concentration of 52.76%. Wealthstone's largest holding is iShares National Muni Bond ETF with shares held of 310,670. Whalewisdom has at least 8 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16
|Performance for Q4 2020:||8.85%|
|Performance Last 4 Quarters:||11.28%|
|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:|