Waystone Advisors LLC
● SEC registered since 2023CRD 328565SEC# 801-129211
Reg. AUM
$179.3M
Employees
14
Accounts
663
Location
—
Waystone Advisors LLC assets under management
Waystone Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $179.3 million in regulatory assets under management and employs 14 people.
Waystone Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Douglas Dean Control | Managing Member / Ceo | Over 75% | 2023 |
| Stephanie Ann Hebert-Roscoe Control | Chief Compliance Officer | Under 5% | 2024 |
| Taylor Marie Parton Control | Chief Operating Officer | Under 5% | 2025 |
Frequently asked questions
How much does Waystone Advisors LLC manage?
Waystone Advisors LLC reports $179.3 million in regulatory assets under management on its Form ADV.
How many employees does Waystone Advisors LLC have?
Waystone Advisors LLC reports 14 employees.
Does Waystone Advisors LLC disclose fund performance?
Waystone Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (425) 484-0045 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179.3M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$179.3Mregulatory AUM
Discretionary $179.3M