What departments does WEALTHSTONE ADVISORS have?

WEALTHSTONE ADVISORS has employees across 3 departments including Finance, Business, Accounting.

What is the largest department at WEALTHSTONE ADVISORS?

The largest department at WEALTHSTONE ADVISORS is Finance with 1 employees.

Where are WEALTHSTONE ADVISORS employees located globally?

WEALTHSTONE ADVISORS has employees across 3 continents and 3 countries including Israel, United States Of America, Australia.

How has WEALTHSTONE ADVISORS's team size changed over time?

WEALTHSTONE ADVISORS's team has remained stable from approximately 11 to 11 employees based on available data.

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WEALTHSTONE ADVISORS Employee Directory

Financial ServicesOhio, United States11-50 Employees

WEALTHSTONE ADVISORS is a financial services firm based in Columbus, Ohio. It serves individuals, families, and business owners across the United States. The company operates with a small to mid-sized team and has merged with Sequoia Financial Group. Joining Sequoia Financial Group places Wealthstone within a larger nationwide advisory platform. The firm focuses on providing financial guidance to its client base of individuals, families, and business owners.

WEALTHSTONE ADVISORS Global Highlights

North America
18

United States Of America
18

Asia
4

Israel
4

Oceania
1

Australia
1

WEALTHSTONE ADVISORS's Leadership

Y. P.
Ceo & Co Founder
Mobile Phone
Email
C. H.
Chief Investment Officer
Mobile Phone
Email
J. W. C.
Founder & Chairman
Mobile Phone
Email
P. F. O. F. D. F. J. Q.
Business Dev Manager
Mobile Phone
Email
E. Y.
Summer Intern
Mobile Phone
Email
G. A.
Tax Advisor
Mobile Phone
Email

WEALTHSTONE ADVISORS Employee Metrics

100%

50%

2026

2025

Banking
Business
Engineering
Entrepreneurship
Legal
Other
Sales

Contact profiles from WEALTHSTONE ADVISORS

Name

Title

Contact

Location

Last Update

J. W. C.
Founder & Chairman
Mobile Phone
Email
Apr 17, 2026
Y. P.
Ceo & Co Founder
Mobile Phone
Email
Israel
Apr 14, 2026
C. H.
Chief Investment Officer
Mobile Phone
Email
Oct 21, 2024
P. F. O. F. D. F. J. Q.
Business Dev Manager
Mobile Phone
Email
Jun 28, 2026
E. Y.
Summer Intern
Mobile Phone
Email
Oct 17, 2024
G. A.
Tax Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is WEALTHSTONE ADVISORS known for?

WEALTHSTONE ADVISORS was founded in 1977 and operates in the Financial Services industry. You can contact WEALTHSTONE ADVISORS's main corporate office by phone at

+1-614-267-****

. Explore WEALTHSTONE ADVISORS's company overview page for more information.

What is WEALTHSTONE ADVISORS's most common email format?

WEALTHSTONE ADVISORS employees' email format typically follows the pattern of FLast@wealthstone.net. Trying to find reliable and up-to-date employee contact data? Find more WEALTHSTONE ADVISORS email formats with LeadIQ.

How many employees does WEALTHSTONE ADVISORS have currently?

WEALTHSTONE ADVISORS has approximately 15 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Oceania.

Who are WEALTHSTONE ADVISORS's key employees and leadership?

As of September 2026, WEALTHSTONE ADVISORS's key employees include:

Ceo & Co Founder: Y. P.
Chief Investment Officer: C. H.
Founder & Chairman: J. W. C.
Business Dev Manager: P. F. O. F. D. F. J. Q.
Summer Intern: E. Y.

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WEALTHSTONE ADVISORS Employee Directory

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