PPrivate Fund Data Log in Join · $37/mo

Waystone Advisors LLC

● SEC registered since 2023CRD 328565SEC# 801-129211
Export (members)
Reg. AUM
$136.1M
Employees
14
Accounts
582
Location
—

Waystone Advisors LLC assets under management

Waystone Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $136.1 million in regulatory assets under management and employs 14 people.
waystoneadvisors.comView on SEC.gov ↗

Waystone Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Austin Douglas Dean ControlManaging Member / CeoOver 75%2023
Stephanie Ann Hebert-Roscoe ControlChief Compliance OfficerUnder 5%2024
Taylor Marie Parton ControlChief Operating OfficerUnder 5%2025

Frequently asked questions

How much does Waystone Advisors LLC manage?

Waystone Advisors LLC reports $136.1 million in regulatory assets under management on its Form ADV.

How many employees does Waystone Advisors LLC have?

Waystone Advisors LLC reports 14 employees.

Does Waystone Advisors LLC disclose fund performance?

Waystone Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(425) 484-0045
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$136.1M
Non-discretionary$0
Total (RAUM)$136.1M