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WHITESTONE WEALTH ADVISORS, LLC
CRD 299381
4702 ROWLETT RD., STE 102, ROWLETT, TX, 75088, United States
Phone
972-475-2461
Fax
866-389-1560
Registration
— (—)
Source
State registered
Total AUM
$18.8M
Discretionary AUM
$18.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $16.1M |
| High net worth individuals | 1 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD