WEALTHSTONE ADVISORS Employee Directory

Q: What is WEALTHSTONE ADVISORS known for?

WEALTHSTONE ADVISORS was founded in 1977. WEALTHSTONE ADVISORS operates in the Financial Services industry.

Q: How many employees does WEALTHSTONE ADVISORS have currently?

WEALTHSTONE ADVISORS has approximately 15 employees.

Financial ServicesUnited States11-50 Employees

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

Find WEALTHSTONE ADVISORS employees' phone numbers or email addresses

WEALTHSTONE ADVISORS Global Highlights

North America
16

United States Of America
16

Asia
5

Israel
5

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
I. B.
Owner
Mobile Phone
Email
E. Y.
Summer Intern
Mobile Phone
Email
G. A.
Tax Advisor
Mobile Phone
Email

Contact profiles from WEALTHSTONE ADVISORS

Name

Title

Contact Info

Location

Last Update

J. W. C.
Founder & Chairman
Mobile Phone
Email
Oct 18, 2025
Y. P.
Ceo & Co Founder
Mobile Phone
Email
Israel
Nov 13, 2025
C. H.
Chief Investment Officer
Mobile Phone
Email
Oct 21, 2024
I. B.
Owner
Mobile Phone
Email
Israel
Mar 05, 2024
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 operates in the Financial Services industry. The company's main headquarters is located in 5000 Horizons Dr, Columbus, OH 43220, US; you can contact the 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 . 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 December 2025. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are WEALTHSTONE ADVISORS's key employees and leadership?

As of December 2025, WEALTHSTONE ADVISORS's key employees include:

Ceo & Co Founder: Y. P.
Chief Investment Officer: C. H.
Founder & Chairman: J. W. C.
Owner: I. B.
Summer Intern: E. Y.

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