Turnstone Financial
Turnstone Financial is an SEC-registered wealth manager in Troy, OH with $169.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Turnstone Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170738, SEC 801-121769, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $169.8M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Troy, OH
- Employees
- 2
- Clients
- 113
- CRD
- 170738
- Ownership
- KLEPTZ, THOMAS, JOSEPH
How much AUM does Turnstone Financial have?
Turnstone Financial reported $169.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Turnstone Financial?
Disclosed owners and executives of Turnstone Financial include KLEPTZ, THOMAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.