# Whitestone Wealth Advisors

Whitestone Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://whitestonewealth.com

## Regulatory record

- **CRD number:** 299381
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299381

## About

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.

## 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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Last updated: 2026-07-06T01:24:28.899Z

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