# Truststone Wealth Partners

Truststone Wealth Partners is an Asset Manager based in Chapel Hill, NC, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chapel Hill, NC, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** truststonewealth.com
- **LinkedIn:** https://www.linkedin.com/company/truststonewealth

## Regulatory record

- **CRD number:** 330217
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330217

## About

Truststone Wealth Partners, LLC is a state-registered investment adviser in Chapel Hill, NC. The firm manages approximately $12 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Does Truststone Wealth Partners manage proprietary investment products?

No, the firm operates as an independent RIA and does not manufacture its own proprietary funds. Truststone constructs client portfolios using third-party exchange-traded funds, mutual funds, and separately managed account platforms. This eliminates the conflicts of interest associated with selling in-house products.

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- [True Worth Financial Planning](https://altss.com/profile/true-worth-financial-planning-llc)
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Last updated: 2026-07-09T01:47:06.357Z

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