# Archstone Wealth Advisors, LLC

> Archstone Wealth Advisors, LLC is a state-registered investment advisory firm in Chandler, AZ, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 299238
- Filed as: ARCHSTONE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299238
- AdvisorCensus page: https://advisorcensus.com/firm/archstone-wealth-advisors-llc-chandler-az-299238

## Quick answers

**How is Archstone Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Archstone Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Archstone Wealth Advisors, LLC located?**
Archstone Wealth Advisors, LLC's principal office is in Chandler, AZ, according to its Form ADV.

**Is Archstone Wealth Advisors, LLC registered with the SEC or a state?**
Archstone Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299238.

**How much does Archstone Wealth Advisors, LLC manage?**
Archstone Wealth Advisors, LLC reports $12,149,484 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Archstone Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (3).

**Does Archstone Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299238

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,149,484
- Discretionary: $12,149,484
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $6,898,646 |
| High net worth individuals | 3 | $5,250,838 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- archstonewealth.com
- community.acplanners.org/network/members/profile
- cortneygiles.com
- feeonlynetwork.com/financial-advisor/cortney-giles
- Facebook @ARCHSTONEWEALTH
- Facebook @cortgiles
- LinkedIn @ARCHSTONE-WEALTH-ADVISORS
- LinkedIn @cortgiles
- X @ARCHSTONEWEALTH
- X @cortneyrgiles

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archstone Wealth Advisors, LLC (CRD 299238): Form ADV filing data as of October 2026.