Waystone Advisors LLC
Waystone Advisors LLC is an SEC-registered mass-market adviser with $179.3M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Waystone Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328565, SEC 801-129211, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $179.3M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Employees
- 14
- Clients
- 306
- CRD
- 328565
- Ownership
- DEAN, AUSTIN, DOUGLAS; HEBERT-ROSCOE, STEPHANIE, ANN; Parton, Taylor, Marie; Reynolds, Savana
How much AUM does Waystone Advisors LLC have?
Waystone Advisors LLC reported $179.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Waystone Advisors LLC?
Disclosed owners and executives of Waystone Advisors LLC include DEAN, AUSTIN, DOUGLAS, HEBERT-ROSCOE, STEPHANIE, ANN, Parton, Taylor, Marie, Reynolds, Savana. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.