WHITESTONE WEALTH ADVISORS, LLC

WHITESTONE WEALTH ADVISORS, LLC of ROWLETT, TX is an SEC-registered investment adviser (CRD 299381). Regulatory assets under management: $18.8M.

Registration

• CRD: 299381
• Type: Registered investment adviser
• Location: 4702 ROWLETT RD., ROWLETT, TX, 75088
• Phone: 972-475-2461
• Latest filing: 2026-07-30
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search