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Whitestone Wealth Advisors
Whitestone Wealth Advisors, LLC is a state-registered investment adviser in Rowlett, TX. The firm manages approximately $19 million in regulatory assets.
Overview
Whitestone Wealth Advisors, LLC is a state-registered investment adviser in Rowlett, TX. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
What regulatory framework does Whitestone Wealth Advisors operate under?
Whitestone Wealth Advisors is registered as an investment advisor with the SEC, which subjects it to fiduciary duties and annual ADV filing requirements. That structure provides formal compliance, reporting, and oversight that unregistered family offices do not necessarily offer.
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