Wealthstone Advisors
Financial Services • 
Upper Arlington, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | 5000 Horizons Dr, Columbus, OH 43220, US |
| Phone number | +13303759480 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Tax Planning And Compliance, Financial Planning, Business Consulting, Investment Management, Multi-Advisor Reporting |
| Founded | 1977 |
| Employees | 11-20 |
| Socials |
Key Contact at Wealthstone Advisors
Michael Cobetto
Tax Director
Wealthstone Advisors Email Formats
Wealthstone Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Wealthstone Advisors
Based in Columbus, Ohio, our team serves individuals, families, and business owners nationwide. We have merged with Sequoia Financial Group. For more information please visit https://www.sequoia-financial.com/wealthstone
Wealthstone Advisors revenue & valuation
| Annual revenue | $10,200,000 |
| Revenue per employee | $680,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealthstone Advisors has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Wealthstone Advisors has never raised funding before.
United Kingdom
Frequently asked questions
4.8
40,000 users
