# Wealthstone Private Wealth Management, LLC

> Wealthstone Private Wealth Management, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 329895
- Filed as: WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329895
- AdvisorCensus page: https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895

## Quick answers

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

**Where is Wealthstone Private Wealth Management, LLC located?**
Wealthstone Private Wealth Management, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Wealthstone Private Wealth Management, LLC registered with the SEC or a state?**
Wealthstone Private Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329895.

**How much does Wealthstone Private Wealth Management, LLC manage?**
Wealthstone Private Wealth Management, LLC reports $45,717,971 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Wealthstone Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (11).

**Does Wealthstone Private Wealth Management, 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/329895

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $45,717,971
- Discretionary: $45,717,971
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,973,037 |
| High net worth individuals | 13 | $41,744,934 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthstonepwm.com
- Facebook facebook.com
- Instagram @WEALTHSTONEPWM
- LinkedIn @wealthstone-private-wealth-management
- LinkedIn @zak-gardezy
- LinkedIn @zakriah-gardezy
- X @WEALTHSTONEPWM
- YouTube @WEALTHSTONEPWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthstone Private Wealth Management, LLC (CRD 329895): Form ADV filing data as of October 2026.