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Wealthstone Private Wealth Management
Wealthstone Private Wealth Management, LLC is an SEC-registered investment adviser in Scottsdale, AZ. The firm manages approximately $46 million in regulatory...
Wealthstone Private Wealth Management
Wealthstone Private Wealth Management, LLC is an SEC-registered investment adviser in Scottsdale, AZ. The firm manages approximately $46 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Columbus, OH, United States
Principals
Justin Schuhardt
Managing Director
Sector focus
Frequently asked questions
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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