Wealthstone Inc
Legal Name: WEALTHSTONE FAMILY OFFICE LLC
Full Contact Details
Wealthstone Inc
5000 HORIZONS DR, COLUMBUS, OH
614-267-2600
614-267-2700
Other Info
Wealthstone Inc, formally known as Wealthstone Family Office LLC, is a respected Ohio Limited Liability Company with 24 employees, 11 of whom serve in advisory capacities. With a longstanding SEC-approved registration dating back to 1984, Wealthstone caters to 10 clients with its expert financial analysis services.
Home - Wealthstone Advisors
Home About Us Working With Us The Difference To You The Approach For You Your Team Expertise For You Personal Planning Investment Insurance Tax Business Consulting ARMADA Multi-Advisor Solution Resources Insights CornerStone Secure Mail Schwab Investor Portal Contact Select Page Your Path. Our Exper…
Joining Forces. | Sequoia Financial Group
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.
Direct Owners
-
BRIAN RICHARD STERTZER
DIRECTOR, INVESTMENTS owns less than 5%
-
GLENN DAVID SOUTHWICK
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JACK P ZHANG
DIRECTOR OF RESEARCH & RISK MANAGEMENT owns less than 5%
-
JAMES HOWARD WYLAND
CHAIRMAN owns less than 5%
-
NORMAN GARY COOK
PRESIDENT AND CEO owns more than 5% but less than 10%
-
WEALTHSTONE HOLDINGS, INC.
MEMBER owns 75% or more
Indirect Owners
-
JAMES HOWARD WYLAND
PRESIDENT owns 75% or more
Firms Located Nearby
- Future Finances Inc
- Accolade Investment Advisory LLC
- Hicks Capital Management LLC
- TCP Asset Management LLC
- Hamilton Capital Management Inc
- Nationwide Investment Advisors LLC
- Waller Financial Planning Group Inc
- Keidan Financial Consultants LLC
- Meyers Wealth Management LLC
- SUMMIT FINANCIAL STRATEGIES INC