# TRUSTSTONE WEALTH PARTNERS, LLC

TRUSTSTONE WEALTH PARTNERS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 330217
- Type: SEC-registered investment adviser
- Location: 101 GLEN LENNOX DRIVE, UNIT 300, CHAPEL HILL, NC, 27517
- Phone: 980-254-7804
- Latest filing: 2026-03-17
- Regulatory AUM: $12.3M
- Discretionary AUM: $12.3M
- Clients: 2
- Accounts: 48

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330217/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330217/similar
- Related entities: https://search.stillhousedata.com/firm/330217/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330217

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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.