# Waystone Advisors LLC

> Waystone Advisors LLC is an SEC-registered investment advisory firm in Redmond, WA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 328565
- Filed as: WAYSTONE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redmond, WA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328565
- AdvisorCensus page: https://advisorcensus.com/firm/waystone-advisors-llc-redmond-wa-328565

## Quick answers

**How is Waystone Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Waystone Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Waystone Advisors LLC charge?**
Its Form ADV Part 2A brochure dated August 7, 2026 states: Up to $1,000,000: 0.99% a year; $1,000,001 to $4,000,000: 0.85% a year; Above $4,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Waystone Advisors LLC located?**
Waystone Advisors LLC's principal office is in Redmond, WA, according to its Form ADV.

**Is Waystone Advisors LLC registered with the SEC or a state?**
Waystone Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328565.

**How much does Waystone Advisors LLC manage?**
Waystone Advisors LLC reports $179,345,970 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**How have Waystone Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Waystone Advisors LLC: Regulatory assets under management: $111,019,615 in the October 2024 data and $179,345,970 in the October 2026 data, up 62%. Total employees: 10 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Waystone Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (45); charitable organizations (3).

**Which custodians does Waystone Advisors LLC use?**
Waystone Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Equity Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Waystone 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 SEC record: https://adviserinfo.sec.gov/firm/summary/328565

**What changed in Waystone Advisors LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 7, 2026)

- Up to $1,000,000: 0.99% a year
- $1,000,001 to $4,000,000: 0.85% a year
- Above $4,000,001: 0.5% a year

> Investment advisory fees are based on the following schedule: Assets Under Management ($) Annual Rate (%) Up to $1,000,000 0.99%

> Next $1,000,001 to $4,000,000 0.85%

> Next $4,000,001 and above 0.50%

> Fees may be negotiable at the sole discretion of the Advisor

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Equity Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $179,345,970
- Discretionary: $179,345,970
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 258 | $55,705,637 |
| High net worth individuals | 45 | $123,243,808 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $396,525 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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: 2023 (2 years)
- Employees: 14 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, LA, MO, NJ, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waystoneadvisors.com
- Facebook @WaystoneAdvisors
- LinkedIn @waystoneadvisorsllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $111,019,615 | 10 | September 13, 2024 |
| October 2025 | $136,129,940 | 14 | May 5, 2025 |
| October 2026 | $179,345,970 | 14 | August 7, 2026 |

Regulatory assets under management: $111,019,615 in the October 2024 data and $179,345,970 in the October 2026 data, up 62%.
Total employees: 10 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in NJ.

### March 2026
- Employees performing advisory functions went from 4 to 3.

### December 2025
- Regulatory assets under management went from $136,129,940 to $172,829,393 (+27%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waystone Advisors LLC (CRD 328565): Form ADV filing data as of October 2026.