# WEALTHSTONE FAMILY OFFICE LLC

WEALTHSTONE FAMILY OFFICE LLC of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 110725
- Type: SEC-registered investment adviser
- SEC file number: 801-20781
- Location: 5000 HORIZONS DR, COLUMBUS, OH, 43220
- Phone: 614-267-2600
- Latest filing: 2021-02-12
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 19
- Accounts: 1,037

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Young A Jeffrey | CHIEF ADMINISTRATIVE OFFICER | — |
| SMITH ROBERT ALAN | DIRECTOR; VICE PRESIDENT | — |
| ARMSTRONG DIANE ELIZABETH | DIRECTOR FINANCIAL PLANNING | — |
| WYLAND JAMES HOWARD | CHAIRMAN; PRESIDENT; VICE PRESIDENT (+1 more) | — |
| BREEN PAUL JOSEPH | TREASURER; TREASURER AND SECRETARY | — |
| SHEFFIELD DOUGLAS MCDONALD | CHIEF COMPLIANCE OFFICER; OWNER; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GOMEZ JEFFREY RICHARD | OWNER; VICE PRESIDENT | — |
| STERTZER BRIAN RICHARD | DIRECTOR, INVESTMENTS | — |
| HENDERLY WILLIAM | DIRECTOR | — |
| COOK NORMAN GARY | PRESIDENT AND CEO; PRESIDENT, CEO; PRESIDENT, CEO, & CIO | — |
| GRABOVAC GREG ROBERT | OWNER | — |
| SOUTHWICK GLENN DAVID | CHIEF COMPLIANCE OFFICER | — |
| ZHANG JACK P | CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH & RISK MANAGEMENT | — |
| KLINGELHOFER PETER ELLIOTT | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110725/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110725/similar
- Related entities: https://search.stillhousedata.com/firm/110725/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110725

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.