Arborstone Financial, LLC
● SEC registered since 2026CRD 338225SEC# 801-134355Andover, MA
Reg. AUM
$476M
Employees
5
Accounts
1,645
Location
Andover, MA
Arborstone Financial, LLC assets under management
Arborstone Financial, LLC is an investment advisory firm registered with the SEC based in Andover, MA. The firm has been registered since 2026. It reports $476 million in regulatory assets under management and employs 5 people.
Arborstone Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Kevin Kutz Control | Partner And Senior Financial Advisor | 50-75% | 2025 |
| Justin Robert Gaudino Control | Financial Advisor And Chief Compliance Officer | 10-25% | 2025 |
| William Albert Gaudino Control | Partner | 25-50% | 2025 |
Frequently asked questions
How much does Arborstone Financial, LLC manage?
Arborstone Financial, LLC reports $476 million in regulatory assets under management on its Form ADV.
How many employees does Arborstone Financial, LLC have?
Arborstone Financial, LLC reports 5 employees.
Where is Arborstone Financial, LLC located?
Arborstone Financial, LLC is based in Andover, MA and has been SEC-registered since 2026.
Does Arborstone Financial, LLC disclose fund performance?
Arborstone Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 New England Business Center Drive, Suite 109, Andover, MA 01810 |
| Phone | 978-269-6344 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$476MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$476Mregulatory AUM
Discretionary $476M