Waystone Advisors LLC

Waystone Advisors LLC (CRD# 328565) is a financial advisory firm headquartered in Redmond, WA. They manage $111,019,615 in 538 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
9210 218th Avenue Ne, Redmond, WA 98053
https://waystoneadvisors.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $206,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX, WA

Financial Advisors at Waystone Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Austin Dean, financial advisor Redmond WA
Austin D. Dean
CRD#: 5886688
9210 218th Avenue Ne, Redmond, WA 98053

Austin Dean (CRD# 5886688) is an Investment Advisor Representative working at Waystone Advisors LLC in Redmond, WA and has over 11 years of experience in the finance industry.

2
Daniel Dewhitt, financial advisor Redmond WA
Daniel A. Dewhitt
CRD#: 7891416
9210 218th Avenue Ne, Redmond, WA 98053

Daniel Dewhitt (CRD# 7891416) is an Investment Advisor Representative working at Waystone Advisors LLC in Redmond, WA and has 1 year of experience in the finance industry.

3
Peter Mathias, financial advisor Redmond WA
Peter K. Mathias
CRD#: 7507603
9210 218th Avenue Ne, Redmond, WA 98053

Peter Mathias (CRD# 7507603) is an Investment Advisor Representative working at Waystone Advisors LLC in Redmond, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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