WEALTHSTONE FAMILY OFFICE LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 110725). Regulatory assets under management: $1.3B.
| 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 | — |