WEALTHSTONE ADVISORS

  • Financial Services
  • Columbus OH
  • 15 employees
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Company Overview

Headquarters
5000 Horizons Dr, Columbus OH
Website
sequoia-financial.com
Phone
(614) 267-2600
Employees
15
Founded in
1977
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$7B

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Who is WEALTHSTONE ADVISORS

Wealthstone Advisors is a financial services firm based in Columbus, Ohio. The company employs 15 individuals and generates an annual revenue of $7.1 million. Wealthstone Advisors offers financial advice and planning services to individuals, families, and business owners across the United States. Their expertise spans a range of financial needs, helping clients make informed decisions about investments, retirement planning, and estate management. Wealthstone Advisors has recently merged with Sequoia Financial Group, expanding their resources and capabilities to better serve their clients. For detailed information about this merger and the combined services offered, please visit the Sequoia Financial Group website. To learn more about Wealthstone Advisors and their services, please visit www.sequoia-financial.com/wealthstone.

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FAQ

What is the location of WEALTHSTONE ADVISORS's headquarters?
The headquarters of WEALTHSTONE ADVISORS are situated at 5000 Horizons Dr, Columbus OH
What is WEALTHSTONE ADVISORS's phone number?
WEALTHSTONE ADVISORS's contact number is (614) 267-2600.
What is WEALTHSTONE ADVISORS's official website?
The official website of WEALTHSTONE ADVISORS can be found at sequoia-financial.com.
What is WEALTHSTONE ADVISORS's current revenue?
As of June 2023, WEALTHSTONE ADVISORS's annual revenue reached $7B.
How many employees does WEALTHSTONE ADVISORS currently have?
WEALTHSTONE ADVISORS employs approximately 15+ people as of June 2023
Which industries is WEALTHSTONE ADVISORS primarily operating in?
WEALTHSTONE ADVISORS operates in the following industries: Credit, Finance
What are WEALTHSTONE ADVISORS's industry tags?
WEALTHSTONE ADVISORS's industry tags include: Finance
When was WEALTHSTONE ADVISORS founded?
WEALTHSTONE ADVISORS was founded in 1977.

Employee Directory

Key Employees

Pete Klingelhofer

CIO

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