Wealthstone Private Wealth Management

Managing Director Justin Schuhardt leads the firm. Public filings and the firm's own communications identify him as the central decision-maker for investment strategy, deal sourcing, and fund structuring. The firm's structure suggests a single managing principal rather than a large investment committee, which is typical for boutique multi-family offices that sponsor their own products.

Wealthstone operates as a multi-family office and registered investment adviser that serves multiple client families rather than a single source of wealth. Unlike a traditional single-family office, Wealthstone pools client capital into proprietary investment vehicles—such as Delaware Statutory Trusts and private REITs—to gain access to direct real estate and private credit transactions that individual families could not access independently.

The firm engages in both. Wealthstone sponsors its own direct real estate and private credit vehicles, offering client families co-investment access to specific properties and loan portfolios. For liquid market exposure—public equities and fixed income—the firm allocates capital to external third-party managers rather than running internal stock-picking strategies.

The firm focuses on income-producing real estate, particularly multifamily and self-storage assets, alongside privately originated credit instruments with short durations. Wealthstone's offering documents emphasize current yield and tax efficiency over growth-stage venture exposure, making the portfolio heavily tilted toward hard assets and structured debt rather than operating-company equity.

Wealthstone concentrates its real estate acquisitions in the US Midwest and Sun Belt, with Ohio, Indiana, and Texas appearing most frequently in the firm's SEC filings and offering materials. This regional focus reflects a preference for secondary and tertiary markets where capitalization rates have historically been wider than in coastal gateway cities.

The firm makes extensive use of Delaware Statutory Trusts for clients executing 1031 exchanges, allowing property owners to defer capital gains taxes while moving into institutionally managed real estate. Wealthstone also sponsors private REITs and qualified opportunity zone funds, layering tax-advantaged structures onto its underlying real asset portfolio.

There is no public indication that Wealthstone operates a dedicated foundation or donor-advised fund platform separate from the standard estate and tax planning services offered to private wealth clients. The firm's primary function centers on investment product manufacturing and allocation rather than administering charitable entities.