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Wealthstone Private Wealth Management
Wealthstone Private Wealth Management, founded in 2009, sources direct real estate and private credit deals for high-net-worth families.
Wealthstone Private Wealth Management
Wealthstone Private Wealth Management was founded in Columbus, Ohio in 2009 as a response to the financial crisis, when Managing Director Justin Schuhardt saw high-net-worth families locked out of institutional deal flow despite holding substantial liquid capital. The firm positioned itself not as a general wealth manager but as a dedicated gateway to alternative investments, layered on top of conventional financial planning. The investment strategy concentrates on privately originated debt and direct real estate equity. Wealthstone structures its deployment through Delaware Statutory Trusts for 1031 exchange investors, private real estate investment trusts, and pooled credit vehicles targeting middle-market lending opportunities. Actual portfolio construction favors stabilized multifamily properties, self-storage assets, and short-duration private credit instruments that generate current yield. The firm's geographic focus is predominantly the US Midwest and Sun Belt, with Ohio, Indiana, and Texas appearing as repeated acquisition locales in offering documents filed with the SEC. Wealthstone operates a lean central team from its Columbus headquarters. The firm does not disclose total regulatory assets under management or headcount publicly, but SEC filings reflect a reliance on external legal counsel and third-party fund administration, suggesting a boutique operational footprint. In recent years the firm has expanded its suite of private placement offerings, particularly in the qualified-opportunity-zone space, aiming to align tax-advantaged real estate development with client capital seeking deferral. The group maintains an open-architecture posture for liquid public markets, retaining external managers for client allocations outside its own alternative products. The firm's structural differentiator lies in its product-manufacturing capability. Rather than acting purely as a gatekeeper that allocates to third-party funds, Wealthstone sponsors and operates its own investment vehicles—particularly in the DST and private REIT categories—which creates a direct alignment between the firm's deal sourcing team and its client base. This contrasts with the traditional RIA model where alternatives exposure is delivered entirely through external funds with an additional fee layer.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Columbus
Corporate office
Columbus, OH, United States
Principals
Justin Schuhardt
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
Is Wealthstone structured as a single-family office or a multi-family office?
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.
Does Wealthstone participate in fund commitments or only direct deals?
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.
Which sectors does Wealthstone explicitly target?
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.
What is the known geographic focus of Wealthstone's direct investments?
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.
How are Wealthstone's investment vehicles structured for tax-sensitive clients?
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.
Does Wealthstone maintain any philanthropic or legacy-planning structures?
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.
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